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 7-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 | $36,480 | $101,317-64.0% | $146,958-75.2% | $74,495-51.0% |
| Participation rate | 41.9% | 75.5%-33.6pp | 82.2%-40.2pp | 67.2%-25.3pp |
| Annual return | 14.96% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,875 | $3,810-50.8% | $4,933-62.0% | $2,623-28.5% |
| Participant deferral / active EE | $2,423 | $7,303-66.8% | $8,070-70.0% | $4,346-44.2% |
| Admin fee / account holder | $1,388 | $1,739-20.2% | $12,998-89.3% | $1,942-28.5% |