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.
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 | $37,795 | $119,446-68.4% | $150,045-74.8% | $85,563-55.8% |
| Participation rate | 28.7% | 75.4%-46.8pp | 82.3%-53.6pp | 66.0%-37.3pp |
| Annual return | 21.05% | 23.72%-2.7pp | 62.55%-41.5pp | 31.51%-10.5pp |
| Employer contribution / active EE | $1,014 | $4,078-75.1% | $4,693-78.4% | $2,654-61.8% |
| Participant deferral / active EE | $1,660 | $7,985-79.2% | $7,997-79.2% | $4,375-62.1% |
| Admin fee / account holder | $2,505 | $548+357.4% | $13,435-81.4% | $834+200.3% |