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 | $60,620 | $58,512+3.6% | $84,015-27.8% | $72,985-16.9% |
| Participation rate | 68.6% | 61.2%+7.4pp | 69.0%-0.4pp | 69.5%-0.9pp |
| Annual return | -0.72% | 28.93%-29.6pp | 71.31%-72.0pp | 81.00%-81.7pp |
| Employer contribution / active EE | $1,023 | $1,163-12.1% | $1,983-48.4% | $2,440-58.1% |
| Participant deferral / active EE | $2,810 | $2,394+17.4% | $3,239-13.2% | $3,607-22.1% |
| Admin fee / account holder | $4,794 | $4,569+4.9% | $6,101-21.4% | $5,124-6.4% |