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.
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 | $21,993 | $122,239-82.0% | $184,203-88.1% | $74,495-70.5% |
| Participation rate | 59.3% | 85.5%-26.2pp | 86.8%-27.5pp | 67.2%-7.9pp |
| Annual return | 28.76% | 19.95%+8.8pp | 28.81%-0.1pp | 1364.94%-1336.2pp |
| Employer contribution / active EE | $1,801 | $4,537-60.3% | $6,427-72.0% | $2,623-31.3% |
| Participant deferral / active EE | $3,810 | $7,139-46.6% | $9,131-58.3% | $4,346-12.3% |
| Admin fee / account holder | $2,377 | $1,260+88.7% | $13,901-82.9% | $1,942+22.4% |