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 9-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 | $42,004 | $66,098-36.5% | $101,794-58.7% | $74,304-43.5% |
| Participation rate | 54.7% | 53.8%+1.0pp | 69.2%-14.5pp | 60.3%-5.6pp |
| Annual return | 20.58% | 19.59%+1.0pp | 30.53%-9.9pp | 29.43%-8.8pp |
| Employer contribution / active EE | $1,224 | $1,082+13.1% | $2,289-46.5% | $2,241-45.4% |
| Participant deferral / active EE | $2,382 | $2,781-14.4% | $4,084-41.7% | $3,767-36.8% |
| Admin fee / account holder | $615 | $4,146-85.2% | $8,777-93.0% | $2,969-79.3% |