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 6-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 | $19,456 | $50,815-61.7% | $155,509-87.5% | $77,643-74.9% |
| Participation rate | 33.5% | 63.1%-29.6pp | 78.2%-44.7pp | 70.6%-37.1pp |
| Annual return | 16.26% | 34.80%-18.5pp | 64.67%-48.4pp | 31.24%-15.0pp |
| Employer contribution / active EE | $854 | $1,993-57.1% | $4,672-81.7% | $2,726-68.7% |
| Participant deferral / active EE | $1,684 | $2,822-40.3% | $5,626-70.1% | $4,647-63.8% |
| Admin fee / account holder | $1,598 | $437+266.0% | $15,912-90.0% | $430+271.4% |