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 5-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 | $34,077 | $54,517-37.5% | $75,972-55.1% | $74,495-54.3% |
| Participation rate | 45.3% | 60.3%-15.0pp | 69.1%-23.8pp | 67.2%-21.9pp |
| Annual return | 17.61% | 31.82%-14.2pp | 359.55%-341.9pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,800 | $1,777+1.3% | $2,685-33.0% | $2,623-31.4% |
| Participant deferral / active EE | $3,866 | $3,066+26.1% | $4,255-9.2% | $4,346-11.0% |
| Admin fee / account holder | $1,022 | $2,229-54.2% | $6,467-84.2% | $1,942-47.4% |