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 8-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 | $34,319 | $100,923-66.0% | $150,045-77.1% | $74,304-53.8% |
| Participation rate | 49.0% | 70.1%-21.1pp | 82.3%-33.3pp | 60.3%-11.4pp |
| Annual return | 23.25% | 51.77%-28.5pp | 62.55%-39.3pp | 29.43%-6.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,635 | $6,709-60.7% | $7,997-67.1% | $3,767-30.1% |
| Admin fee / account holder | $1,879 | $2,767-32.1% | $13,435-86.0% | $2,969-36.7% |