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 | $43,343 | $100,923-57.1% | $150,045-71.1% | $74,304-41.7% |
| Participation rate | 69.8% | 70.1%-0.3pp | 82.3%-12.5pp | 60.3%+9.5pp |
| Annual return | 64.64% | 51.77%+12.9pp | 62.55%+2.1pp | 29.43%+35.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,475 | $6,709+56.1% | $7,997+31.0% | $3,767+178.0% |
| Admin fee / account holder | $2,942 | $2,767+6.3% | $13,435-78.1% | $2,969-0.9% |