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 | $36,997 | $101,317-63.5% | $146,958-74.8% | $74,495-50.3% |
| Participation rate | 62.7% | 75.5%-12.9pp | 82.2%-19.5pp | 67.2%-4.5pp |
| Annual return | 37.22% | 8730.91%-8693.7pp | 418.34%-381.1pp | 1364.94%-1327.7pp |
| Employer contribution / active EE | $1,412 | $3,810-63.0% | $4,933-71.4% | $2,623-46.2% |
| Participant deferral / active EE | $6,892 | $7,303-5.6% | $8,070-14.6% | $4,346+58.6% |
| Admin fee / account holder | $3,881 | $1,739+123.2% | $12,998-70.1% | $1,942+99.9% |