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 | $68,971 | $95,880-28.1% | $107,525-35.9% | $85,563-19.4% |
| Participation rate | 36.3% | 70.1%-33.9pp | 75.1%-38.8pp | 66.0%-29.7pp |
| Annual return | 14.43% | 68.06%-53.6pp | 181.32%-166.9pp | 31.51%-17.1pp |
| Employer contribution / active EE | $1,312 | $3,812-65.6% | $3,754-65.0% | $2,654-50.5% |
| Participant deferral / active EE | $2,433 | $4,201-42.1% | $5,116-52.4% | $4,375-44.4% |
| Admin fee / account holder | $3,501 | $1,025+241.4% | $8,919-60.7% | $834+319.7% |