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 | $11,521 | $30,588-62.3% | $53,898-78.6% | $85,563-86.5% |
| Participation rate | 27.2% | 26.3%+0.9pp | 55.0%-27.7pp | 66.0%-38.7pp |
| Annual return | 20.35% | 50.42%-30.1pp | 528.60%-508.2pp | 31.51%-11.2pp |
| Employer contribution / active EE | $635 | $436+45.6% | $932-31.9% | $2,654-76.1% |
| Participant deferral / active EE | $722 | $848-14.8% | $1,826-60.4% | $4,375-83.5% |
| Admin fee / account holder | $1,190 | $1,879-36.6% | $2,491-52.2% | $834+42.7% |