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 3-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 | $14,577 | $95,880-84.8% | $107,525-86.4% | $85,563-83.0% |
| Participation rate | 36.1% | 70.1%-34.1pp | 75.1%-39.0pp | 66.0%-29.9pp |
| Annual return | 26.31% | 68.06%-41.8pp | 181.32%-155.0pp | 31.51%-5.2pp |
| Employer contribution / active EE | $1,094 | $3,812-71.3% | $3,754-70.8% | $2,654-58.8% |
| Participant deferral / active EE | $1,900 | $4,201-54.8% | $5,116-62.9% | $4,375-56.6% |
| Admin fee / account holder | $617 | $1,025-39.8% | $8,919-93.1% | $834-26.0% |