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 | $65,918 | $59,805+10.2% | $79,550-17.1% | $68,494-3.8% |
| Participation rate | 69.0% | 61.1%+7.9pp | 69.5%-0.5pp | 67.9%+1.1pp |
| Annual return | -19.79% | -12.30%-7.5pp | 0.16%-20.0pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,599 | $1,505+139.2% | $2,413+49.1% | $2,596+38.6% |
| Participant deferral / active EE | $5,530 | $3,024+82.9% | $3,985+38.8% | $4,027+37.3% |
| Admin fee / account holder | $4,175 | $4,835-13.6% | $6,832-38.9% | $5,403-22.7% |