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 | $40,125 | $69,763-42.5% | $67,502-40.6% | $74,495-46.1% |
| Participation rate | 69.0% | 71.4%-2.3pp | 72.9%-3.8pp | 67.2%+1.8pp |
| Annual return | 13.86% | -40.34%+54.2pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $899 | $2,704-66.7% | $2,731-67.1% | $2,623-65.7% |
| Participant deferral / active EE | $1,473 | $3,636-59.5% | $4,000-63.2% | $4,346-66.1% |
| Admin fee / account holder | $742 | $896-17.1% | $3,998-81.4% | $1,942-61.8% |