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 | $16,003 | $55,415-71.1% | $155,509-89.7% | $74,495-78.5% |
| Participation rate | 41.9% | 61.9%-20.0pp | 78.2%-36.3pp | 67.2%-25.3pp |
| Annual return | 23.00% | 268.50%-245.5pp | 64.67%-41.7pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $1,428 | $2,267-37.0% | $4,672-69.4% | $2,623-45.6% |
| Participant deferral / active EE | $3,240 | $2,836+14.2% | $5,626-42.4% | $4,346-25.5% |
| Admin fee / account holder | $1,851 | $1,738+6.5% | $15,912-88.4% | $1,942-4.7% |