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 | $56,501 | $87,870-35.7% | $113,168-50.1% | $74,304-24.0% |
| Participation rate | 50.8% | 70.7%-19.9pp | 76.6%-25.8pp | 60.3%-9.5pp |
| Annual return | 19.20% | 26.44%-7.2pp | 24.27%-5.1pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,302 | $2,277-42.8% | $2,975-56.2% | $2,241-41.9% |
| Participant deferral / active EE | $3,921 | $4,241-7.6% | $5,107-23.2% | $3,767+4.1% |
| Admin fee / account holder | $1,332 | $3,368-60.4% | $12,068-89.0% | $2,969-55.1% |