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 | $38,187 | $96,484-60.4% | $156,263-75.6% | $74,304-48.6% |
| Participation rate | 63.4% | 67.7%-4.3pp | 78.9%-15.5pp | 60.3%+3.0pp |
| Annual return | 17.07% | 17.73%-0.7pp | 59.47%-42.4pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,647 | $2,528-34.9% | $4,333-62.0% | $2,241-26.5% |
| Participant deferral / active EE | $4,360 | $4,286+1.7% | $6,158-29.2% | $3,767+15.7% |
| Admin fee / account holder | $453 | $3,728-87.9% | $14,255-96.8% | $2,969-84.8% |