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 | $37,914 | $87,870-56.9% | $113,168-66.5% | $74,304-49.0% |
| Participation rate | 56.7% | 70.7%-14.1pp | 76.6%-19.9pp | 60.3%-3.7pp |
| Annual return | 23.50% | 26.44%-2.9pp | 24.27%-0.8pp | 29.43%-5.9pp |
| Employer contribution / active EE | $3,146 | $2,277+38.2% | $2,975+5.7% | $2,241+40.4% |
| Participant deferral / active EE | $4,996 | $4,241+17.8% | $5,107-2.2% | $3,767+32.6% |
| Admin fee / account holder | $5,043 | $3,368+49.7% | $12,068-58.2% | $2,969+69.9% |