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 | $15,720 | $61,272-74.3% | $149,673-89.5% | $71,457-78.0% |
| Participation rate | 47.6% | 62.5%-14.9pp | 78.8%-31.2pp | 67.9%-20.3pp |
| Annual return | 17.47% | 35.85%-18.4pp | 134.42%-116.9pp | 28.85%-11.4pp |
| Employer contribution / active EE | $975 | $2,378-59.0% | $4,818-79.8% | $2,588-62.3% |
| Participant deferral / active EE | $1,834 | $2,917-37.1% | $5,680-67.7% | $4,289-57.2% |
| Admin fee / account holder | $4,037 | $1,261+220.1% | $13,210-69.4% | $1,587+154.4% |