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 | $46,090 | $54,517-15.5% | $75,972-39.3% | $74,495-38.1% |
| Participation rate | 66.7% | 60.3%+6.3pp | 69.1%-2.4pp | 67.2%-0.5pp |
| Annual return | 16.72% | 31.82%-15.1pp | 359.55%-342.8pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $956 | $1,777-46.2% | $2,685-64.4% | $2,623-63.5% |
| Participant deferral / active EE | $2,441 | $3,066-20.4% | $4,255-42.6% | $4,346-43.8% |
| Admin fee / account holder | $4,353 | $2,229+95.3% | $6,467-32.7% | $1,942+124.2% |