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 | $49,910 | $41,078+21.5% | $80,569-38.1% | $71,457-30.2% |
| Participation rate | 33.3% | 50.2%-16.9pp | 67.0%-33.7pp | 67.9%-34.6pp |
| Annual return | 15.75% | 38.45%-22.7pp | 935.43%-919.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $728 | $1,506-51.7% | $2,723-73.3% | $2,588-71.9% |
| Participant deferral / active EE | $2,100 | $2,699-22.2% | $4,447-52.8% | $4,289-51.0% |
| Admin fee / account holder | $9,412 | $1,840+411.4% | $5,377+75.0% | $1,587+492.9% |