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 5-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 | $22,541 | $91,407-75.3% | $135,903-83.4% | $71,457-68.5% |
| Participation rate | 59.0% | 75.7%-16.6pp | 81.9%-22.9pp | 67.9%-8.9pp |
| Annual return | 36.78% | 29.90%+6.9pp | 68.23%-31.5pp | 28.85%+7.9pp |
| Employer contribution / active EE | $1,602 | $3,703-56.7% | $4,856-67.0% | $2,588-38.1% |
| Participant deferral / active EE | $3,134 | $7,092-55.8% | $7,758-59.6% | $4,289-26.9% |
| Admin fee / account holder | $2,457 | $1,266+94.1% | $10,762-77.2% | $1,587+54.8% |