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 | $40,591 | $87,870-53.8% | $113,168-64.1% | $74,304-45.4% |
| Participation rate | 68.4% | 70.7%-2.3pp | 76.6%-8.1pp | 60.3%+8.1pp |
| Annual return | 24.86% | 26.44%-1.6pp | 24.27%+0.6pp | 29.43%-4.6pp |
| Employer contribution / active EE | $2,854 | $2,277+25.3% | $2,975-4.1% | $2,241+27.3% |
| Participant deferral / active EE | $3,928 | $4,241-7.4% | $5,107-23.1% | $3,767+4.3% |
| Admin fee / account holder | $4,422 | $3,368+31.3% | $12,068-63.4% | $2,969+49.0% |