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 | $42,934 | $100,923-57.5% | $150,045-71.4% | $74,304-42.2% |
| Participation rate | 38.7% | 70.1%-31.4pp | 82.3%-43.6pp | 60.3%-21.7pp |
| Annual return | 15.95% | 51.77%-35.8pp | 62.55%-46.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $590 | $3,463-83.0% | $4,693-87.4% | $2,241-73.7% |
| Participant deferral / active EE | $2,717 | $6,709-59.5% | $7,997-66.0% | $3,767-27.9% |
| Admin fee / account holder | $1,025 | $2,767-63.0% | $13,435-92.4% | $2,969-65.5% |