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 8-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 | $33,488 | $51,045-34.4% | $70,515-52.5% | $71,457-53.1% |
| Participation rate | 68.4% | 59.4%+9.0pp | 68.3%0pp | 67.9%+0.5pp |
| Annual return | 16.11% | 42.63%-26.5pp | 32.77%-16.7pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,897 | $1,790+6.0% | $2,973-36.2% | $2,588-26.7% |
| Participant deferral / active EE | $4,578 | $3,026+51.3% | $4,567+0.3% | $4,289+6.7% |
| Admin fee / account holder | $6,388 | $1,994+220.4% | $6,412-0.4% | $1,587+302.4% |