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 | $30,238 | $55,415-45.4% | $155,509-80.6% | $74,495-59.4% |
| Participation rate | 53.8% | 61.9%-8.1pp | 78.2%-24.4pp | 67.2%-13.4pp |
| Annual return | 13.72% | 268.50%-254.8pp | 64.67%-51.0pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $908 | $2,267-59.9% | $4,672-80.6% | $2,623-65.4% |
| Participant deferral / active EE | $1,687 | $2,836-40.5% | $5,626-70.0% | $4,346-61.2% |
| Admin fee / account holder | $813 | $1,738-53.2% | $15,912-94.9% | $1,942-58.1% |