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 | $18,802 | $29,660-36.6% | $56,411-66.7% | $80,856-76.7% |
| Participation rate | 0.0% | 41.6%-41.6pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 11.54% | 35.23%-23.7pp | 1701.33%-1689.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,466 | $669+417.9% | $1,039+233.7% | $2,755+25.8% |
| Participant deferral / active EE | $1,357 | $1,226+10.7% | $1,952-30.5% | $4,296-68.4% |
| Admin fee / account holder | $935 | $2,428-61.5% | $2,829-66.9% | $6,918-86.5% |