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 | $17,794 | $44,960-60.4% | $84,966-79.1% | $74,495-76.1% |
| Participation rate | 57.7% | 49.4%+8.4pp | 67.5%-9.8pp | 67.2%-9.5pp |
| Annual return | 10.48% | 26.24%-15.8pp | 66.38%-55.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,120 | $1,457-23.1% | $2,727-58.9% | $2,623-57.3% |
| Participant deferral / active EE | $1,536 | $2,731-43.7% | $4,519-66.0% | $4,346-64.7% |
| Admin fee / account holder | $643 | $2,209-70.9% | $6,149-89.5% | $1,942-66.9% |