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 | $15,933 | $52,208-69.5% | $86,612-81.6% | $74,419-78.6% |
| Participation rate | 11.5% | 66.3%-54.8pp | 71.7%-60.2pp | 70.7%-59.2pp |
| Annual return | 15.01% | 44.46%-29.4pp | 591.07%-576.1pp | 34.38%-19.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $315 | $3,383-90.7% | $4,438-92.9% | $4,528-93.0% |
| Admin fee / account holder | $2,404 | $319+653.9% | $5,614-57.2% | $348+591.1% |