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 5-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 | $32,969 | $100,923-67.3% | $150,045-78.0% | $74,304-55.6% |
| Participation rate | 54.8% | 70.1%-15.3pp | 82.3%-27.5pp | 60.3%-5.5pp |
| Annual return | 36.13% | 51.77%-15.6pp | 62.55%-26.4pp | 29.43%+6.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,548 | $6,709+42.3% | $7,997+19.4% | $3,767+153.5% |
| Admin fee / account holder | $7,127 | $2,767+157.6% | $13,435-46.9% | $2,969+140.1% |