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 10-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 | $51,135 | $54,701-6.5% | $86,188-40.7% | $71,457-28.4% |
| Participation rate | 37.2% | 60.1%-22.9pp | 69.0%-31.8pp | 67.9%-30.8pp |
| Annual return | 16.20% | 20.06%-3.9pp | 1168.45%-1152.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $831 | $1,265-34.3% | $2,380-65.1% | $2,588-67.9% |
| Participant deferral / active EE | $1,899 | $3,108-38.9% | $3,985-52.4% | $4,289-55.7% |
| Admin fee / account holder | $1,334 | $1,922-30.6% | $6,852-80.5% | $1,587-16.0% |