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 | $41,534 | $54,701-24.1% | $86,188-51.8% | $71,457-41.9% |
| Participation rate | 21.6% | 60.1%-38.5pp | 69.0%-47.3pp | 67.9%-46.3pp |
| Annual return | 14.78% | 20.06%-5.3pp | 1168.45%-1153.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,254 | $1,265+78.1% | $2,380-5.3% | $2,588-12.9% |
| Participant deferral / active EE | $5,865 | $3,108+88.7% | $3,985+47.2% | $4,289+36.7% |
| Admin fee / account holder | $2,644 | $1,922+37.6% | $6,852-61.4% | $1,587+66.6% |