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 | $84,110 | $89,436-6.0% | $164,813-49.0% | $77,643+8.3% |
| Participation rate | 60.1% | 78.6%-18.5pp | 78.6%-18.5pp | 70.6%-10.5pp |
| Annual return | 129.77% | 28.83%+100.9pp | 69.93%+59.8pp | 31.24%+98.5pp |
| Employer contribution / active EE | $1,528 | $2,569-40.5% | $4,341-64.8% | $2,726-44.0% |
| Participant deferral / active EE | $3,501 | $4,897-28.5% | $6,031-42.0% | $4,647-24.7% |
| Admin fee / account holder | $4,222 | $339+1143.5% | $12,690-66.7% | $430+880.8% |