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 4-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 | $38,381 | $66,098-41.9% | $101,794-62.3% | $74,304-48.3% |
| Participation rate | 57.7% | 53.8%+3.9pp | 69.2%-11.5pp | 60.3%-2.7pp |
| Annual return | 26.56% | 19.59%+7.0pp | 30.53%-4.0pp | 29.43%-2.9pp |
| Employer contribution / active EE | $2,454 | $1,082+126.9% | $2,289+7.2% | $2,241+9.5% |
| Participant deferral / active EE | $4,324 | $2,781+55.5% | $4,084+5.9% | $3,767+14.8% |
| Admin fee / account holder | $2,123 | $4,146-48.8% | $8,777-75.8% | $2,969-28.5% |