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 7-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 | $28,989 | $99,957-71.0% | $149,696-80.6% | $73,488-60.6% |
| Participation rate | 59.1% | 75.7%-16.6pp | 82.5%-23.3pp | 70.7%-11.5pp |
| Annual return | 64.25% | 53.87%+10.4pp | 276.60%-212.3pp | 28.51%+35.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,296 | $6,073+20.1% | $6,842+6.6% | $3,740+95.1% |
| Admin fee / account holder | $1,019 | $551+85.1% | $9,309-89.0% | $513+98.7% |