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 4-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 | $21,100 | $56,317-62.5% | $71,209-70.4% | $74,304-71.6% |
| Participation rate | 61.2% | 55.1%+6.1pp | 73.8%-12.5pp | 60.3%+0.9pp |
| Annual return | 23.94% | 42.83%-18.9pp | 282.51%-258.6pp | 29.43%-5.5pp |
| Employer contribution / active EE | $2,418 | $2,160+11.9% | $2,721-11.2% | $2,241+7.9% |
| Participant deferral / active EE | $2,833 | $2,788+1.6% | $4,175-32.1% | $3,767-24.8% |
| Admin fee / account holder | $362 | $2,290-84.2% | $5,349-93.2% | $2,969-87.8% |