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 | $56,522 | $88,890-36.4% | $102,423-44.8% | $77,643-27.2% |
| Participation rate | 69.3% | 80.9%-11.6pp | 76.5%-7.2pp | 70.6%-1.2pp |
| Annual return | 257.57% | 24.98%+232.6pp | 29.32%+228.3pp | 31.24%+226.3pp |
| Employer contribution / active EE | $1,774 | $2,698-34.2% | $3,023-41.3% | $2,726-34.9% |
| Participant deferral / active EE | $5,268 | $5,145+2.4% | $5,053+4.2% | $4,647+13.3% |
| Admin fee / account holder | $3,334 | $235+1316.2% | $9,451-64.7% | $430+674.6% |