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 | $37,319 | $36,806+1.4% | $69,647-46.4% | $77,643-51.9% |
| Participation rate | 52.7% | 64.4%-11.6pp | 66.5%-13.7pp | 70.6%-17.8pp |
| Annual return | 1541.33% | 38.81%+1502.5pp | 100.48%+1440.9pp | 31.24%+1510.1pp |
| Employer contribution / active EE | $493 | $1,257-60.8% | $1,712-71.2% | $2,726-81.9% |
| Participant deferral / active EE | $2,705 | $2,738-1.2% | $2,886-6.3% | $4,647-41.8% |
| Admin fee / account holder | $3,915 | $507+672.3% | $4,713-16.9% | $430+809.5% |