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 | $23,558 | $61,272-61.6% | $149,673-84.3% | $71,457-67.0% |
| Participation rate | 58.8% | 62.5%-3.7pp | 78.8%-20.0pp | 67.9%-9.1pp |
| Annual return | 31.03% | 35.85%-4.8pp | 134.42%-103.4pp | 28.85%+2.2pp |
| Employer contribution / active EE | $1,785 | $2,378-24.9% | $4,818-62.9% | $2,588-31.0% |
| Participant deferral / active EE | $3,080 | $2,917+5.6% | $5,680-45.8% | $4,289-28.2% |
| Admin fee / account holder | $1,917 | $1,261+51.9% | $13,210-85.5% | $1,587+20.7% |