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 8-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 | $21,652 | $60,323-64.1% | $81,812-73.5% | $74,495-70.9% |
| Participation rate | 47.9% | 62.9%-15.0pp | 72.3%-24.5pp | 67.2%-19.3pp |
| Annual return | 14.12% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $894 | $2,620-65.9% | $2,912-69.3% | $2,623-65.9% |
| Participant deferral / active EE | $1,406 | $3,387-58.5% | $4,319-67.4% | $4,346-67.6% |
| Admin fee / account holder | $746 | $1,486-49.8% | $7,386-89.9% | $1,942-61.6% |