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 | $32,668 | $83,884-61.1% | $64,056-49.0% | $74,419-56.1% |
| Participation rate | 23.6% | 76.6%-53.0pp | 72.3%-48.7pp | 70.7%-47.2pp |
| Annual return | 21.19% | 16.57%+4.6pp | 33.69%-12.5pp | 34.38%-13.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,832 | $3,692-50.4% | $3,880-52.8% | $4,528-59.5% |
| Admin fee / account holder | $865 | $196+341.4% | $3,068-71.8% | $348+148.8% |