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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,527 | $48,795-47.7% | $65,493-61.0% | $84,808-69.9% |
| Participation rate | 23.9% | 67.0%-43.1pp | 73.1%-49.2pp | 68.3%-44.4pp |
| Annual return | 8.63% | 20.20%-11.6pp | 982.45%-973.8pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,301 | $1,930+19.2% | $2,574-10.6% | $2,631-12.5% |
| Participant deferral / active EE | $2,810 | $2,928-4.0% | $3,961-29.1% | $4,212-33.3% |
| Admin fee / account holder | $1,583 | $3,877-59.2% | $5,028-68.5% | $7,344-78.4% |