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 5-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.
Employer 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 | $7,050 | $31,310-77.5% | $53,898-86.9% | $74,304-90.5% |
| Participation rate | 21.8% | 30.7%-8.9pp | 55.0%-33.2pp | 60.3%-38.6pp |
| Annual return | 22.57% | 23.16%-0.6pp | 528.60%-506.0pp | 29.43%-6.9pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $605 | $934-35.2% | $1,826-66.9% | $3,767-83.9% |
| Admin fee / account holder | $1,319 | $2,175-39.4% | $2,491-47.0% | $2,969-55.6% |