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 6-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 | $29,914 | $117,025-74.4% | $91,541-67.3% | $85,563-65.0% |
| Participation rate | 17.8% | 64.2%-46.4pp | 69.8%-52.0pp | 66.0%-48.2pp |
| Annual return | 24.48% | 18.02%+6.5pp | 20.50%+4.0pp | 31.51%-7.0pp |
| Employer contribution / active EE | $0 | $2,120-100.0% | $2,505-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,845 | $3,446-46.5% | $4,008-54.0% | $4,375-57.8% |
| Admin fee / account holder | $3,880 | $1,242+212.4% | $6,956-44.2% | $834+365.1% |