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.
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 | $14,198 | $54,701-74.0% | $86,188-83.5% | $71,457-80.1% |
| Participation rate | 48.1% | 60.1%-12.0pp | 69.0%-20.9pp | 67.9%-19.8pp |
| Annual return | 18.95% | 20.06%-1.1pp | 1168.45%-1149.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $845 | $1,265-33.2% | $2,380-64.5% | $2,588-67.3% |
| Participant deferral / active EE | $1,130 | $3,108-63.7% | $3,985-71.7% | $4,289-73.7% |
| Admin fee / account holder | $968 | $1,922-49.6% | $6,852-85.9% | $1,587-39.0% |