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 | $46,719 | $51,315-9.0% | $95,745-51.2% | $71,457-34.6% |
| Participation rate | 59.4% | 63.0%-3.6pp | 72.3%-12.9pp | 67.9%-8.5pp |
| Annual return | 20.54% | 25.26%-4.7pp | 28.35%-7.8pp | 28.85%-8.3pp |
| Employer contribution / active EE | $4,459 | $1,819+145.1% | $2,835+57.3% | $2,588+72.3% |
| Participant deferral / active EE | $6,055 | $3,358+80.3% | $4,245+42.7% | $4,289+41.2% |
| Admin fee / account holder | $3,835 | $1,137+237.3% | $5,678-32.5% | $1,587+141.6% |