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 7-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.
Employer 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 | $3,119 | $55,415-94.4% | $155,509-98.0% | $74,495-95.8% |
| Participation rate | 53.4% | 61.9%-8.5pp | 78.2%-24.7pp | 67.2%-13.8pp |
| Annual return | 16.32% | 268.50%-252.2pp | 64.67%-48.4pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $319 | $2,267-85.9% | $4,672-93.2% | $2,623-87.9% |
| Participant deferral / active EE | $1,089 | $2,836-61.6% | $5,626-80.6% | $4,346-74.9% |
| Admin fee / account holder | $329 | $1,738-81.1% | $15,912-97.9% | $1,942-83.0% |