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 4-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 | $18,147 | $45,031-59.7% | $84,966-78.6% | $77,643-76.6% |
| Participation rate | 38.2% | 48.7%-10.4pp | 67.5%-29.3pp | 70.6%-32.3pp |
| Annual return | 14.78% | 79.22%-64.4pp | 66.38%-51.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $360 | $1,609-77.6% | $2,727-86.8% | $2,726-86.8% |
| Participant deferral / active EE | $1,366 | $2,807-51.4% | $4,519-69.8% | $4,647-70.6% |
| Admin fee / account holder | $3,716 | $912+307.6% | $6,149-39.6% | $430+763.4% |