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 4-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 | $13,042 | $30,588-57.4% | $53,898-75.8% | $85,563-84.8% |
| Participation rate | 31.8% | 26.3%+5.5pp | 55.0%-23.1pp | 66.0%-34.1pp |
| Annual return | 36.98% | 50.42%-13.4pp | 528.60%-491.6pp | 31.51%+5.5pp |
| Employer contribution / active EE | $798 | $436+83.1% | $932-14.4% | $2,654-69.9% |
| Participant deferral / active EE | $1,507 | $848+77.8% | $1,826-17.5% | $4,375-65.6% |
| Admin fee / account holder | $1,343 | $1,879-28.5% | $2,491-46.1% | $834+61.0% |