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 | $4,653 | $24,733-81.2% | $69,647-93.3% | $74,495-93.8% |
| Participation rate | 55.6% | 63.5%-7.9pp | 66.5%-10.8pp | 67.2%-11.6pp |
| Annual return | 14.46% | 18.55%-4.1pp | 100.48%-86.0pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $604 | $1,001-39.7% | $1,712-64.7% | $2,623-77.0% |
| Participant deferral / active EE | $971 | $1,901-48.9% | $2,886-66.4% | $4,346-77.7% |
| Admin fee / account holder | $357 | $1,892-81.1% | $4,713-92.4% | $1,942-81.6% |