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 | $43,082 | $80,753-46.6% | $136,294-68.4% | $62,292-30.8% |
| Participation rate | 53.7% | 73.5%-19.8pp | 81.9%-28.2pp | 69.5%-15.8pp |
| Annual return | 137.92% | 35.83%+102.1pp | 5155.94%-5018.0pp | 28.90%+109.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,932 | $5,164+34.2% | $6,247+11.0% | $3,169+118.7% |
| Admin fee / account holder | $941 | $525+79.1% | $9,243-89.8% | $479+96.3% |