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 3-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 | $12,636 | $48,750-74.1% | $88,946-85.8% | $74,304-83.0% |
| Participation rate | 40.4% | 44.5%-4.1pp | 68.8%-28.4pp | 60.3%-19.9pp |
| Annual return | 17.58% | 25.91%-8.3pp | 57.82%-40.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $911 | $1,255-27.4% | $2,555-64.4% | $2,241-59.4% |
| Participant deferral / active EE | $1,347 | $2,423-44.4% | $4,581-70.6% | $3,767-64.2% |
| Admin fee / account holder | $1,290 | $3,756-65.7% | $8,261-84.4% | $2,969-56.6% |