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 | $35,066 | $66,098-46.9% | $101,794-65.6% | $74,304-52.8% |
| Participation rate | 48.4% | 53.8%-5.4pp | 69.2%-20.8pp | 60.3%-12.0pp |
| Annual return | 17.23% | 19.59%-2.4pp | 30.53%-13.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $480 | $1,082-55.6% | $2,289-79.0% | $2,241-78.6% |
| Participant deferral / active EE | $2,102 | $2,781-24.4% | $4,084-48.5% | $3,767-44.2% |
| Admin fee / account holder | $1,369 | $4,146-67.0% | $8,777-84.4% | $2,969-53.9% |