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 | $24,087 | $49,915-51.7% | $154,803-84.4% | $74,304-67.6% |
| Participation rate | 63.8% | 54.0%+9.9pp | 78.1%-14.2pp | 60.3%+3.5pp |
| Annual return | 19.86% | 34.06%-14.2pp | 58.88%-39.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,324 | $1,611-17.8% | $4,305-69.3% | $2,241-40.9% |
| Participant deferral / active EE | $2,372 | $2,255+5.2% | $5,540-57.2% | $3,767-37.0% |
| Admin fee / account holder | $3,384 | $2,189+54.6% | $14,329-76.4% | $2,969+14.0% |