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 | $58,698 | $49,915+17.6% | $154,803-62.1% | $74,304-21.0% |
| Participation rate | 63.2% | 54.0%+9.3pp | 78.1%-14.8pp | 60.3%+2.9pp |
| Annual return | 18.50% | 34.06%-15.6pp | 58.88%-40.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,237 | $1,611-23.2% | $4,305-71.3% | $2,241-44.8% |
| Participant deferral / active EE | $2,993 | $2,255+32.7% | $5,540-46.0% | $3,767-20.6% |
| Admin fee / account holder | $1,602 | $2,189-26.8% | $14,329-88.8% | $2,969-46.0% |