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 | $40,672 | $84,936-52.1% | $111,297-63.5% | $79,386-48.8% |
| Participation rate | 61.5% | 75.9%-14.3pp | 77.3%-15.8pp | 70.7%-9.2pp |
| Annual return | 13.56% | 17.45%-3.9pp | 54.65%-41.1pp | 116.85%-103.3pp |
| Employer contribution / active EE | $935 | $1,979-52.8% | $2,731-65.8% | $2,427-61.5% |
| Participant deferral / active EE | $1,463 | $3,888-62.4% | $4,487-67.4% | $4,046-63.8% |
| Admin fee / account holder | $3,306 | $537+515.4% | $7,964-58.5% | $626+427.7% |