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 8-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 | $47,965 | $88,634-45.9% | $101,326-52.7% | $74,304-35.4% |
| Participation rate | 64.6% | 76.9%-12.2pp | 81.5%-16.9pp | 60.3%+4.3pp |
| Annual return | 17.62% | 33.10%-15.5pp | 36.82%-19.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,105 | $7,322-16.6% | $7,994-23.6% | $3,767+62.0% |
| Admin fee / account holder | $3,202 | $2,425+32.0% | $11,185-71.4% | $2,969+7.8% |