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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,934 | $81,474-54.7% | $133,956-72.4% | $73,488-49.7% |
| Participation rate | 66.7% | 76.4%-9.7pp | 79.8%-13.2pp | 70.7%-4.0pp |
| Annual return | 11.39% | 19.40%-8.0pp | 45.09%-33.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $2,893 | $2,209+30.9% | $3,919-26.2% | $2,270+27.4% |
| Participant deferral / active EE | $2,945 | $3,786-22.2% | $5,048-41.7% | $3,740-21.3% |
| Admin fee / account holder | $543 | $713-23.9% | $8,927-93.9% | $513+5.8% |