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.)
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 | $40,339 | $55,415-27.2% | $155,509-74.1% | $74,495-45.8% |
| Participation rate | 32.7% | 61.9%-29.2pp | 78.2%-45.5pp | 67.2%-34.5pp |
| Annual return | 15.31% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,075 | $2,836-26.8% | $5,626-63.1% | $4,346-52.3% |
| Admin fee / account holder | $1,104 | $1,738-36.5% | $15,912-93.1% | $1,942-43.1% |