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 | $11,280 | $28,109-59.9% | $71,086-84.1% | $56,287-80.0% |
| Participation rate | 24.6% | 40.4%-15.8pp | 54.7%-30.1pp | 69.9%-45.3pp |
| Annual return | 33.01% | -615.05%+648.1pp | 650.59%-617.6pp | -9.96%+43.0pp |
| Employer contribution / active EE | $352 | $558-37.0% | $1,088-67.7% | $2,111-83.3% |
| Participant deferral / active EE | $959 | $1,116-14.0% | $1,874-48.8% | $3,350-71.4% |
| Admin fee / account holder | $1,306 | $585+123.3% | $3,082-57.6% | $521+150.6% |