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.
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 | $36,082 | $89,652-59.8% | $141,162-74.4% | $65,185-44.6% |
| Participation rate | 69.7% | 74.7%-5.0pp | 82.5%-12.8pp | 70.2%-0.5pp |
| Annual return | 45.85% | 32.79%+13.1pp | 71.39%-25.5pp | 29.38%+16.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,856 | $5,691+73.2% | $6,709+46.9% | $3,514+180.5% |
| Admin fee / account holder | $1,469 | $569+158.3% | $10,261-85.7% | $847+73.4% |