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 4-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 | $34,205 | $101,317-66.2% | $146,958-76.7% | $74,495-54.1% |
| Participation rate | 69.3% | 75.5%-6.2pp | 82.2%-12.9pp | 67.2%+2.1pp |
| Annual return | 37.43% | 8730.91%-8693.5pp | 418.34%-380.9pp | 1364.94%-1327.5pp |
| Employer contribution / active EE | $1,374 | $3,810-63.9% | $4,933-72.2% | $2,623-47.6% |
| Participant deferral / active EE | $5,442 | $7,303-25.5% | $8,070-32.6% | $4,346+25.2% |
| Admin fee / account holder | $1,872 | $1,739+7.7% | $12,998-85.6% | $1,942-3.6% |