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 | $25,427 | $53,053-52.1% | $126,539-79.9% | $74,304-65.8% |
| Participation rate | 56.7% | 48.0%+8.6pp | 69.8%-13.2pp | 60.3%-3.7pp |
| Annual return | 23.21% | 29.46%-6.3pp | 425.95%-402.7pp | 29.43%-6.2pp |
| Employer contribution / active EE | $1,553 | $1,168+33.0% | $3,674-57.7% | $2,241-30.7% |
| Participant deferral / active EE | $2,122 | $2,303-7.9% | $4,083-48.0% | $3,767-43.7% |
| Admin fee / account holder | $6,123 | $3,698+65.6% | $6,065+1.0% | $2,969+106.2% |