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 | $15,629 | $56,317-72.2% | $71,209-78.1% | $74,304-79.0% |
| Participation rate | 67.9% | 55.1%+12.8pp | 73.8%-5.8pp | 60.3%+7.6pp |
| Annual return | 8.62% | 42.83%-34.2pp | 282.51%-273.9pp | 29.43%-20.8pp |
| Employer contribution / active EE | $1,147 | $2,160-46.9% | $2,721-57.9% | $2,241-48.8% |
| Participant deferral / active EE | $770 | $2,788-72.4% | $4,175-81.6% | $3,767-79.6% |
| Admin fee / account holder | $2,684 | $2,290+17.2% | $5,349-49.8% | $2,969-9.6% |