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 7-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 | $52,913 | $87,870-39.8% | $113,168-53.2% | $74,304-28.8% |
| Participation rate | 67.9% | 70.7%-2.9pp | 76.6%-8.7pp | 60.3%+7.5pp |
| Annual return | 13.86% | 26.44%-12.6pp | 24.27%-10.4pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,414 | $2,277-37.9% | $2,975-52.5% | $2,241-36.9% |
| Participant deferral / active EE | $3,239 | $4,241-23.6% | $5,107-36.6% | $3,767-14.0% |
| Admin fee / account holder | $4,920 | $3,368+46.1% | $12,068-59.2% | $2,969+65.7% |