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 | $35,912 | $52,953-32.2% | $172,739-79.2% | $65,185-44.9% |
| Participation rate | 65.4% | 66.2%-0.8pp | 82.6%-17.2pp | 70.2%-4.8pp |
| Annual return | 65.93% | 30.12%+35.8pp | 802.84%-736.9pp | 29.38%+36.5pp |
| Employer contribution / active EE | $1,114 | $2,190-49.1% | $5,143-78.3% | $2,177-48.8% |
| Participant deferral / active EE | $1,503 | $2,471-39.2% | $5,198-71.1% | $3,514-57.2% |
| Admin fee / account holder | $1,338 | $472+183.5% | $13,954-90.4% | $847+57.9% |