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 4-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 | $1,938 | $41,078-95.3% | $80,569-97.6% | $71,457-97.3% |
| Participation rate | 53.9% | 50.2%+3.7pp | 67.0%-13.1pp | 67.9%-14.0pp |
| Annual return | 27.15% | 38.45%-11.3pp | 935.43%-908.3pp | 28.85%-1.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,590 | $2,699-41.1% | $4,447-64.2% | $4,289-62.9% |
| Admin fee / account holder | $408 | $1,840-77.8% | $5,377-92.4% | $1,587-74.3% |