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 6-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 | $11,704 | $56,423-79.3% | $77,163-84.8% | $71,457-83.6% |
| Participation rate | 37.8% | 64.3%-26.5pp | 69.6%-31.8pp | 67.9%-30.2pp |
| Annual return | 30.32% | 19.05%+11.3pp | 37.87%-7.6pp | 28.85%+1.5pp |
| Employer contribution / active EE | $927 | $1,866-50.3% | $2,535-63.4% | $2,588-64.2% |
| Participant deferral / active EE | $1,781 | $3,142-43.3% | $3,833-53.5% | $4,289-58.5% |
| Admin fee / account holder | $2,165 | $1,429+51.5% | $5,472-60.4% | $1,587+36.4% |