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 | $47,777 | $100,923-52.7% | $150,045-68.2% | $74,304-35.7% |
| Participation rate | 53.9% | 70.1%-16.1pp | 82.3%-28.4pp | 60.3%-6.4pp |
| Annual return | 20.92% | 51.77%-30.9pp | 62.55%-41.6pp | 29.43%-8.5pp |
| Employer contribution / active EE | $825 | $3,463-76.2% | $4,693-82.4% | $2,241-63.2% |
| Participant deferral / active EE | $3,406 | $6,709-49.2% | $7,997-57.4% | $3,767-9.6% |
| Admin fee / account holder | $1,817 | $2,767-34.3% | $13,435-86.5% | $2,969-38.8% |