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 | $29,672 | $80,724-63.2% | $103,333-71.3% | $74,495-60.2% |
| Participation rate | 69.2% | 65.7%+3.5pp | 74.5%-5.3pp | 67.2%+2.0pp |
| Annual return | 23.34% | 27.56%-4.2pp | 24.88%-1.5pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $3,018 | $3,157-4.4% | $3,868-22.0% | $2,623+15.1% |
| Participant deferral / active EE | $4,644 | $3,860+20.3% | $5,057-8.2% | $4,346+6.9% |
| Admin fee / account holder | $1,335 | $2,368-43.6% | $8,355-84.0% | $1,942-31.3% |