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 | $14,004 | $54,193-74.2% | $93,606-85.0% | $77,643-82.0% |
| Participation rate | 55.4% | 63.9%-8.6pp | 68.7%-13.4pp | 70.6%-15.2pp |
| Annual return | 205.48% | 30.54%+174.9pp | 133.20%+72.3pp | 31.24%+174.2pp |
| Employer contribution / active EE | $640 | $1,168-45.2% | $2,420-73.5% | $2,726-76.5% |
| Participant deferral / active EE | $1,709 | $3,144-45.6% | $4,411-61.3% | $4,647-63.2% |
| Admin fee / account holder | $617 | $576+7.1% | $8,285-92.6% | $430+43.3% |