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 9-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,984 | $83,826-58.3% | - | $147,584-76.3% |
| Participation rate | 0.0% | 69.4%-69.4pp | - | 82.8%-82.8pp |
| Annual return | 14.24% | 26.57%-12.3pp | - | 578.55%-564.3pp |
| Employer contribution / active EE | $1,225 | $3,042-59.7% | - | $4,876-74.9% |
| Participant deferral / active EE | $2,500 | $3,987-37.3% | - | $5,439-54.0% |
| Admin fee / account holder | $1,200 | $6,071-80.2% | - | $10,885-89.0% |