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 | $63,349 | $75,923-16.6% | $102,423-38.2% | - |
| Participation rate | 69.7% | 71.4%-1.7pp | 76.5%-6.8pp | - |
| Annual return | 37.29% | 15.12%+22.2pp | 29.32%+8.0pp | - |
| Employer contribution / active EE | $3,543 | $2,206+60.6% | $3,023+17.2% | - |
| Participant deferral / active EE | $7,117 | $4,258+67.1% | $5,053+40.9% | - |
| Admin fee / account holder | $1,756 | $11,449-84.7% | $9,451-81.4% | - |