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 | $15,878 | $34,934-54.5% | $56,411-71.9% | $74,495-78.7% |
| Participation rate | 51.3% | 32.8%+18.4pp | 52.5%-1.2pp | 67.2%-15.9pp |
| Annual return | 18.99% | 25.94%-7.0pp | 1701.33%-1682.3pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $675 | $609+10.8% | $1,039-35.1% | $2,623-74.3% |
| Participant deferral / active EE | $1,217 | $1,170+3.9% | $1,952-37.7% | $4,346-72.0% |
| Admin fee / account holder | $1,691 | $2,364-28.5% | $2,829-40.2% | $1,942-12.9% |