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.)
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 | $23,529 | $69,763-66.3% | $67,502-65.1% | $74,495-68.4% |
| Participation rate | 36.1% | 71.4%-35.3pp | 72.9%-36.8pp | 67.2%-31.1pp |
| Annual return | 11.30% | -40.34%+51.6pp | 3512.12%-3500.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $655 | $2,704-75.8% | $2,731-76.0% | $2,623-75.0% |
| Participant deferral / active EE | $964 | $3,636-73.5% | $4,000-75.9% | $4,346-77.8% |
| Admin fee / account holder | $2,551 | $896+184.8% | $3,998-36.2% | $1,942+31.4% |