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 | $49,847 | $56,423-11.7% | $77,163-35.4% | $71,457-30.2% |
| Participation rate | 66.1% | 64.3%+1.8pp | 69.6%-3.5pp | 67.9%-1.8pp |
| Annual return | 14.80% | 19.05%-4.2pp | 37.87%-23.1pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,408 | $1,866-24.5% | $2,535-44.4% | $2,588-45.6% |
| Participant deferral / active EE | $2,181 | $3,142-30.6% | $3,833-43.1% | $4,289-49.1% |
| Admin fee / account holder | $4,332 | $1,429+203.2% | $5,472-20.8% | $1,587+172.9% |