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 5-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 | $29,795 | $49,915-40.3% | $154,803-80.8% | $74,304-59.9% |
| Participation rate | 59.5% | 54.0%+5.6pp | 78.1%-18.5pp | 60.3%-0.8pp |
| Annual return | 22.30% | 34.06%-11.8pp | 58.88%-36.6pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,276 | $1,611-20.8% | $4,305-70.4% | $2,241-43.1% |
| Participant deferral / active EE | $4,210 | $2,255+86.7% | $5,540-24.0% | $3,767+11.7% |
| Admin fee / account holder | $1,012 | $2,189-53.8% | $14,329-92.9% | $2,969-65.9% |