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 | $37,854 | $82,664-54.2% | $125,339-69.8% | $68,494-44.7% |
| Participation rate | 68.8% | 75.0%-6.2pp | 82.4%-13.6pp | 67.9%+0.9pp |
| Annual return | -7.79% | -5.97%-1.8pp | 572.05%-579.8pp | -7.84%+0.1pp |
| Employer contribution / active EE | $2,724 | $3,381-19.4% | $4,814-43.4% | $2,596+4.9% |
| Participant deferral / active EE | $5,866 | $6,110-4.0% | $7,446-21.2% | $4,027+45.7% |
| Admin fee / account holder | $3,499 | $6,275-44.2% | $10,010-65.0% | $5,403-35.2% |