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 | $32,305 | $86,944-62.8% | $107,525-70.0% | $74,304-56.5% |
| Participation rate | 59.3% | 59.6%-0.3pp | 75.1%-15.8pp | 60.3%-1.1pp |
| Annual return | 15.48% | 23.52%-8.0pp | 181.32%-165.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,545 | $2,757-7.7% | $3,754-32.2% | $2,241+13.6% |
| Participant deferral / active EE | $638 | $3,554-82.1% | $5,116-87.5% | $3,767-83.1% |
| Admin fee / account holder | $6,240 | $3,727+67.4% | $8,919-30.0% | $2,969+110.2% |