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 8-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 | $48,117 | $66,098-27.2% | $101,794-52.7% | $74,304-35.2% |
| Participation rate | 43.9% | 53.8%-9.8pp | 69.2%-25.3pp | 60.3%-16.4pp |
| Annual return | 19.31% | 19.59%-0.3pp | 30.53%-11.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,471 | $1,082+36.0% | $2,289-35.7% | $2,241-34.4% |
| Participant deferral / active EE | $2,861 | $2,781+2.9% | $4,084-29.9% | $3,767-24.0% |
| Admin fee / account holder | $1,343 | $4,146-67.6% | $8,777-84.7% | $2,969-54.8% |