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 | $58,161 | $84,556-31.2% | $116,228-50.0% | $74,304-21.7% |
| Participation rate | 49.1% | 66.0%-17.0pp | 74.6%-25.5pp | 60.3%-11.3pp |
| Annual return | 16.83% | 18.35%-1.5pp | 90.06%-73.2pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,430 | $2,168-34.0% | $2,994-52.2% | $2,241-36.2% |
| Participant deferral / active EE | $2,609 | $3,814-31.6% | $4,953-47.3% | $3,767-30.8% |
| Admin fee / account holder | $2,669 | $3,792-29.6% | $11,989-77.7% | $2,969-10.1% |