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 | $15,758 | $61,058-74.2% | $71,209-77.9% | $85,563-81.6% |
| Participation rate | 28.6% | 58.6%-30.0pp | 73.8%-45.1pp | 66.0%-37.4pp |
| Annual return | 30.02% | 100.41%-70.4pp | 282.51%-252.5pp | 31.51%-1.5pp |
| Employer contribution / active EE | $878 | $2,199-60.1% | $2,721-67.7% | $2,654-66.9% |
| Participant deferral / active EE | $1,774 | $3,173-44.1% | $4,175-57.5% | $4,375-59.4% |
| Admin fee / account holder | $2,335 | $855+173.1% | $5,349-56.4% | $834+179.9% |