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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,071 | $62,586+7.2% | $76,768-12.6% | $64,186+4.5% |
| Participation rate | 64.0% | 72.8%-8.8pp | 77.0%-13.0pp | 69.6%-5.6pp |
| Annual return | -8.91% | -1.95%-7.0pp | 2.43%-11.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,304 | $1,832-28.8% | $2,485-47.5% | $2,381-45.2% |
| Participant deferral / active EE | $1,665 | $3,145-47.1% | $3,852-56.8% | $3,470-52.0% |
| Admin fee / account holder | $480 | $4,667-89.7% | $6,675-92.8% | $4,888-90.2% |