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 | $32,988 | $65,061-49.3% | $143,757-77.1% | $66,914-50.7% |
| Participation rate | 61.0% | 65.2%-4.2pp | 80.3%-19.3pp | 69.8%-8.8pp |
| Annual return | -15.49% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,015 | $2,361-57.0% | $4,951-79.5% | $2,544-60.1% |
| Participant deferral / active EE | $2,460 | $2,919-15.7% | $5,637-56.4% | $4,237-41.9% |
| Admin fee / account holder | $1,335 | $502+166.1% | $14,673-90.9% | $593+125.1% |