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 | $36,486 | $58,264-37.4% | $86,612-57.9% | $71,457-48.9% |
| Participation rate | 67.9% | 65.0%+2.9pp | 71.7%-3.8pp | 67.9%-0.1pp |
| Annual return | 104.56% | 21.63%+82.9pp | 591.07%-486.5pp | 28.85%+75.7pp |
| Employer contribution / active EE | $2,333 | $2,574-9.4% | $3,022-22.8% | $2,588-9.8% |
| Participant deferral / active EE | $4,265 | $3,436+24.1% | $4,438-3.9% | $4,289-0.5% |
| Admin fee / account holder | $6,724 | $1,057+536.0% | $5,614+19.8% | $1,587+323.6% |