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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,530 | $20,316-77.7% | $66,042-93.1% | $74,304-93.9% |
| Participation rate | 68.0% | 62.8%+5.3pp | 67.5%+0.5pp | 60.3%+7.7pp |
| Annual return | 14.50% | 28.10%-13.6pp | 52.11%-37.6pp | 29.43%-14.9pp |
| Employer contribution / active EE | $353 | $745-52.6% | $1,579-77.6% | $2,241-84.2% |
| Participant deferral / active EE | $1,390 | $1,615-13.9% | $2,835-51.0% | $3,767-63.1% |
| Admin fee / account holder | $535 | $1,668-68.0% | $5,747-90.7% | $2,969-82.0% |