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 9-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 | $60,964 | $71,370-14.6% | $206,214-70.4% | $71,370-14.6% |
| Participation rate | 63.0% | 55.1%+7.8pp | 82.4%-19.4pp | 55.1%+7.8pp |
| Annual return | 17.03% | 15.87%+1.2pp | -1.60%+18.6pp | 15.87%+1.2pp |
| Employer contribution / active EE | $1,926 | $1,874+2.7% | $5,967-67.7% | $1,874+2.7% |
| Participant deferral / active EE | $3,929 | $2,656+47.9% | $4,649-15.5% | $2,656+47.9% |
| Admin fee / account holder | $8,043 | $6,050+32.9% | $13,671-41.2% | $6,050+32.9% |