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 | $26,742 | $86,332-69.0% | $125,175-78.6% | $65,185-59.0% |
| Participation rate | 68.2% | 75.3%-7.1pp | 79.8%-11.6pp | 70.2%-2.0pp |
| Annual return | 25.19% | 27.43%-2.2pp | 43.79%-18.6pp | 29.38%-4.2pp |
| Employer contribution / active EE | $898 | $2,040-56.0% | $3,865-76.8% | $2,177-58.8% |
| Participant deferral / active EE | $2,705 | $3,537-23.5% | $4,937-45.2% | $3,514-23.0% |
| Admin fee / account holder | $994 | $609+63.2% | $9,702-89.8% | $847+17.4% |