See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,475 | $34,934-87.2% | $56,411-92.1% | $74,495-94.0% |
| Participation rate | 68.4% | 32.8%+35.5pp | 52.5%+15.9pp | 67.2%+1.2pp |
| Annual return | 23.77% | 25.94%-2.2pp | 1701.33%-1677.6pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $954 | $609+56.7% | $1,039-8.1% | $2,623-63.6% |
| Participant deferral / active EE | $1,344 | $1,170+14.8% | $1,952-31.2% | $4,346-69.1% |
| Admin fee / account holder | $474 | $2,364-79.9% | $2,829-83.2% | $1,942-75.6% |