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 9-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 | $47,616 | $79,013-39.7% | $100,391-52.6% | $74,495-36.1% |
| Participation rate | 68.3% | 79.5%-11.2pp | 81.5%-13.2pp | 67.2%+1.1pp |
| Annual return | 16.31% | 20.41%-4.1pp | 49.20%-32.9pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,174 | $3,021-28.1% | $3,942-44.9% | $2,623-17.1% |
| Participant deferral / active EE | $4,320 | $7,760-44.3% | $8,082-46.5% | $4,346-0.6% |
| Admin fee / account holder | $3,580 | $1,320+171.2% | $7,899-54.7% | $1,942+84.3% |