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.
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 | $37,547 | $79,171-52.6% | $102,423-63.3% | $74,495-49.6% |
| Participation rate | 66.7% | 74.8%-8.1pp | 76.5%-9.8pp | 67.2%-0.5pp |
| Annual return | 10.37% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,254 | $2,362-46.9% | $3,023-58.5% | $2,623-52.2% |
| Participant deferral / active EE | $2,606 | $4,415-41.0% | $5,053-48.4% | $4,346-40.0% |
| Admin fee / account holder | $2,259 | $2,001+12.9% | $9,451-76.1% | $1,942+16.3% |