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 9-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 | $42,197 | $84,556-50.1% | $116,228-63.7% | $74,304-43.2% |
| Participation rate | 58.6% | 66.0%-7.4pp | 74.6%-15.9pp | 60.3%-1.7pp |
| Annual return | 16.14% | 18.35%-2.2pp | 90.06%-73.9pp | 29.43%-13.3pp |
| Employer contribution / active EE | $832 | $2,168-61.6% | $2,994-72.2% | $2,241-62.9% |
| Participant deferral / active EE | $4,276 | $3,814+12.1% | $4,953-13.7% | $3,767+13.5% |
| Admin fee / account holder | $11,439 | $3,792+201.7% | $11,989-4.6% | $2,969+285.3% |