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 | $39,378 | $50,815-22.5% | $155,509-74.7% | $77,643-49.3% |
| Participation rate | 33.0% | 63.1%-30.1pp | 78.2%-45.2pp | 70.6%-37.6pp |
| Annual return | 17.86% | 34.80%-16.9pp | 64.67%-46.8pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,138 | $1,993-42.9% | $4,672-75.6% | $2,726-58.2% |
| Participant deferral / active EE | $2,113 | $2,822-25.1% | $5,626-62.4% | $4,647-54.5% |
| Admin fee / account holder | $3,455 | $437+691.2% | $15,912-78.3% | $430+702.7% |