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.
Employer 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 | $28,903 | $61,272-52.8% | $149,673-80.7% | $71,457-59.6% |
| Participation rate | 58.9% | 62.5%-3.6pp | 78.8%-19.9pp | 67.9%-9.0pp |
| Annual return | 15.26% | 35.85%-20.6pp | 134.42%-119.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $246 | $2,378-89.6% | $4,818-94.9% | $2,588-90.5% |
| Participant deferral / active EE | $2,027 | $2,917-30.5% | $5,680-64.3% | $4,289-52.7% |
| Admin fee / account holder | $367 | $1,261-70.9% | $13,210-97.2% | $1,587-76.9% |