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 | $38,265 | $78,485-51.2% | $106,213-64.0% | $74,495-48.6% |
| Participation rate | 38.8% | 72.8%-34.0pp | 75.3%-36.5pp | 67.2%-28.4pp |
| Annual return | 14.21% | 15.95%-1.7pp | 116.14%-101.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $908 | $2,523-64.0% | $3,171-71.4% | $2,623-65.4% |
| Participant deferral / active EE | $1,837 | $4,322-57.5% | $5,016-63.4% | $4,346-57.7% |
| Admin fee / account holder | $5,923 | $2,232+165.4% | $11,033-46.3% | $1,942+205.1% |