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 9-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 | $36,373 | $58,320-37.6% | $86,436-57.9% | $66,914-45.6% |
| Participation rate | 62.7% | 78.6%-15.9pp | 80.3%-17.6pp | 69.8%-7.1pp |
| Annual return | -5.84% | -9.71%+3.9pp | 4394.89%-4400.7pp | 1.58%-7.4pp |
| Employer contribution / active EE | $3,221 | $2,615+23.2% | $3,769-14.5% | $2,544+26.6% |
| Participant deferral / active EE | $9,764 | $6,899+41.5% | $6,952+40.5% | $4,237+130.4% |
| Admin fee / account holder | $1,465 | $546+168.3% | $6,731-78.2% | $593+146.9% |