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 10-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 | $18,042 | $73,933-75.6% | $96,683-81.3% | $75,163-76.0% |
| Participation rate | 53.1% | 66.4%-13.4pp | 74.3%-21.3pp | 67.2%-14.1pp |
| Annual return | 20.30% | 26.70%-6.4pp | 35.69%-15.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,181 | $2,928-59.7% | $3,737-68.4% | $2,670-55.8% |
| Participant deferral / active EE | $2,016 | $3,659-44.9% | $4,878-58.7% | $4,125-51.1% |
| Admin fee / account holder | $1,384 | $5,216-73.5% | $6,730-79.4% | $5,651-75.5% |