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 3-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 | $10,859 | $48,750-77.7% | $88,946-87.8% | $74,304-85.4% |
| Participation rate | 53.7% | 44.5%+9.2pp | 68.8%-15.2pp | 60.3%-6.7pp |
| Annual return | 30.64% | 25.91%+4.7pp | 57.82%-27.2pp | 29.43%+1.2pp |
| Employer contribution / active EE | $447 | $1,255-64.4% | $2,555-82.5% | $2,241-80.1% |
| Participant deferral / active EE | $2,676 | $2,423+10.4% | $4,581-41.6% | $3,767-29.0% |
| Admin fee / account holder | $1,174 | $3,756-68.7% | $8,261-85.8% | $2,969-60.5% |