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 | $16,058 | $56,317-71.5% | $71,209-77.4% | $74,304-78.4% |
| Participation rate | 50.7% | 55.1%-4.4pp | 73.8%-23.1pp | 60.3%-9.7pp |
| Annual return | 16.53% | 42.83%-26.3pp | 282.51%-266.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $583 | $2,160-73.0% | $2,721-78.6% | $2,241-74.0% |
| Participant deferral / active EE | $1,182 | $2,788-57.6% | $4,175-71.7% | $3,767-68.6% |
| Admin fee / account holder | $3,199 | $2,290+39.7% | $5,349-40.2% | $2,969+7.8% |