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 | $30,825 | $49,915-38.2% | $154,803-80.1% | $74,304-58.5% |
| Participation rate | 46.9% | 54.0%-7.1pp | 78.1%-31.2pp | 60.3%-13.5pp |
| Annual return | 10.43% | 34.06%-23.6pp | 58.88%-48.5pp | 29.43%-19.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,755 | $2,255+22.2% | $5,540-50.3% | $3,767-26.9% |
| Admin fee / account holder | $2,337 | $2,189+6.8% | $14,329-83.7% | $2,969-21.3% |