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 6-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 | $15,520 | $61,272-74.7% | $149,673-89.6% | $71,457-78.3% |
| Participation rate | 28.6% | 62.5%-33.9pp | 78.8%-50.1pp | 67.9%-39.3pp |
| Annual return | 100.20% | 35.85%+64.4pp | 134.42%-34.2pp | 28.85%+71.4pp |
| Employer contribution / active EE | $299 | $2,378-87.4% | $4,818-93.8% | $2,588-88.4% |
| Participant deferral / active EE | $1,093 | $2,917-62.5% | $5,680-80.8% | $4,289-74.5% |
| Admin fee / account holder | $656 | $1,261-48.0% | $13,210-95.0% | $1,587-58.7% |