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 | $25,202 | $60,323-58.2% | $81,812-69.2% | $74,495-66.2% |
| Participation rate | 62.4% | 62.9%-0.5pp | 72.3%-10.0pp | 67.2%-4.8pp |
| Annual return | 39.79% | 16.90%+22.9pp | 773.79%-734.0pp | 1364.94%-1325.1pp |
| Employer contribution / active EE | $475 | $2,620-81.9% | $2,912-83.7% | $2,623-81.9% |
| Participant deferral / active EE | $4,798 | $3,387+41.6% | $4,319+11.1% | $4,346+10.4% |
| Admin fee / account holder | $904 | $1,486-39.2% | $7,386-87.8% | $1,942-53.5% |