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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,475 | $91,407-96.2% | $135,903-97.4% | $71,457-95.1% |
| Participation rate | 69.8% | 75.7%-5.9pp | 81.9%-12.1pp | 67.9%+1.9pp |
| Annual return | 396.29% | 29.90%+366.4pp | 68.23%+328.1pp | 28.85%+367.4pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $911 | $7,092-87.2% | $7,758-88.3% | $4,289-78.8% |
| Admin fee / account holder | $452 | $1,266-64.3% | $10,762-95.8% | $1,587-71.5% |