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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,425 | $98,982-55.1% | $162,163-72.6% | $65,185-31.8% |
| Participation rate | 41.0% | 85.8%-44.8pp | 87.6%-46.5pp | 70.2%-29.2pp |
| Annual return | 29.64% | 24.84%+4.8pp | 115.59%-86.0pp | 29.38%+0.3pp |
| Employer contribution / active EE | $1,447 | $3,467-58.3% | $5,614-74.2% | $2,177-33.5% |
| Participant deferral / active EE | $2,842 | $5,384-47.2% | $7,298-61.1% | $3,514-19.1% |
| Admin fee / account holder | $363 | $596-39.1% | $10,843-96.6% | $847-57.1% |