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 | $8,519 | $34,934-75.6% | $56,411-84.9% | $74,495-88.6% |
| Participation rate | 57.9% | 32.8%+25.1pp | 52.5%+5.4pp | 67.2%-9.3pp |
| Annual return | 15.63% | 25.94%-10.3pp | 1701.33%-1685.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $616 | $609+1.1% | $1,039-40.7% | $2,623-76.5% |
| Participant deferral / active EE | $1,404 | $1,170+20.0% | $1,952-28.1% | $4,346-67.7% |
| Admin fee / account holder | $1,299 | $2,364-45.0% | $2,829-54.1% | $1,942-33.1% |