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 | $27,317 | $61,272-55.4% | $149,673-81.7% | $71,457-61.8% |
| Participation rate | 44.3% | 62.5%-18.3pp | 78.8%-34.5pp | 67.9%-23.7pp |
| Annual return | 16.66% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $448 | $2,378-81.2% | $4,818-90.7% | $2,588-82.7% |
| Participant deferral / active EE | $1,324 | $2,917-54.6% | $5,680-76.7% | $4,289-69.1% |
| Admin fee / account holder | $3,362 | $1,261+166.5% | $13,210-74.5% | $1,587+111.8% |