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 | $35,789 | $65,435-45.3% | $86,677-58.7% | $66,914-46.5% |
| Participation rate | 45.7% | 75.5%-29.8pp | 76.6%-30.9pp | 69.8%-24.1pp |
| Annual return | -10.50% | -10.89%+0.4pp | 35.91%-46.4pp | 1.58%-12.1pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,456 | $4,100+33.1% | $4,656+17.2% | $4,237+28.8% |
| Admin fee / account holder | $3,286 | $642+412.2% | $7,493-56.1% | $593+453.9% |