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 | $48,162 | $61,272-21.4% | $149,673-67.8% | $71,457-32.6% |
| Participation rate | 57.1% | 62.5%-5.4pp | 78.8%-21.6pp | 67.9%-10.8pp |
| Annual return | 17.55% | 35.85%-18.3pp | 134.42%-116.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,292 | $2,378-45.7% | $4,818-73.2% | $2,588-50.1% |
| Participant deferral / active EE | $2,757 | $2,917-5.5% | $5,680-51.5% | $4,289-35.7% |
| Admin fee / account holder | $1,172 | $1,261-7.1% | $13,210-91.1% | $1,587-26.2% |