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 | $29,530 | $54,701-46.0% | $86,188-65.7% | $71,457-58.7% |
| Participation rate | 61.7% | 60.1%+1.6pp | 69.0%-7.3pp | 67.9%-6.2pp |
| Annual return | 17.60% | 20.06%-2.5pp | 1168.45%-1150.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $949 | $1,265-25.0% | $2,380-60.1% | $2,588-63.3% |
| Participant deferral / active EE | $2,727 | $3,108-12.3% | $3,985-31.6% | $4,289-36.4% |
| Admin fee / account holder | $7,305 | $1,922+280.2% | $6,852+6.6% | $1,587+360.2% |