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 | $20,860 | $55,416-62.4% | $75,972-72.5% | $77,643-73.1% |
| Participation rate | 35.5% | 63.6%-28.1pp | 69.1%-33.6pp | 70.6%-35.1pp |
| Annual return | 19.42% | 17.07%+2.3pp | 359.55%-340.1pp | 31.24%-11.8pp |
| Employer contribution / active EE | $648 | $1,788-63.7% | $2,685-75.9% | $2,726-76.2% |
| Participant deferral / active EE | $1,147 | $3,447-66.7% | $4,255-73.0% | $4,647-75.3% |
| Admin fee / account holder | $3,593 | $414+768.3% | $6,467-44.4% | $430+734.8% |