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 10-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.)
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 | $36,221 | $56,767-36.2% | $101,794-64.4% | $85,563-57.7% |
| Participation rate | 14.5% | 57.6%-43.1pp | 69.2%-54.7pp | 66.0%-51.5pp |
| Annual return | 19.36% | 17.76%+1.6pp | 30.53%-11.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $486 | $2,720-82.1% | $4,084-88.1% | $4,375-88.9% |
| Admin fee / account holder | $5,909 | $1,098+438.1% | $8,777-32.7% | $834+608.3% |