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 | $17,693 | $77,899-77.3% | $149,673-88.2% | $75,163-76.5% |
| Participation rate | 58.9% | 65.6%-6.7pp | 78.8%-19.9pp | 67.2%-8.3pp |
| Annual return | 23.70% | 31.72%-8.0pp | 134.42%-110.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,374 | $3,137-56.2% | $4,818-71.5% | $2,670-48.5% |
| Participant deferral / active EE | $3,198 | $3,411-6.2% | $5,680-43.7% | $4,125-22.5% |
| Admin fee / account holder | $334 | $5,956-94.4% | $13,210-97.5% | $5,651-94.1% |