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.
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 | $11,648 | $44,960-74.1% | $84,966-86.3% | $74,495-84.4% |
| Participation rate | 42.0% | 49.4%-7.4pp | 67.5%-25.5pp | 67.2%-25.2pp |
| Annual return | 123.68% | 26.24%+97.4pp | 66.38%+57.3pp | 1364.94%-1241.3pp |
| Employer contribution / active EE | $881 | $1,457-39.5% | $2,727-67.7% | $2,623-66.4% |
| Participant deferral / active EE | $1,519 | $2,731-44.4% | $4,519-66.4% | $4,346-65.0% |
| Admin fee / account holder | $595 | $2,209-73.1% | $6,149-90.3% | $1,942-69.3% |