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 | $71,295 | $58,512+21.8% | $84,015-15.1% | $72,985-2.3% |
| Participation rate | 65.5% | 61.2%+4.3pp | 69.0%-3.5pp | 69.5%-4.0pp |
| Annual return | 1.69% | 28.93%-27.2pp | 71.31%-69.6pp | 81.00%-79.3pp |
| Employer contribution / active EE | $476 | $1,163-59.0% | $1,983-76.0% | $2,440-80.5% |
| Participant deferral / active EE | $4,336 | $2,394+81.1% | $3,239+33.9% | $3,607+20.2% |
| Admin fee / account holder | $1,682 | $4,569-63.2% | $6,101-72.4% | $5,124-67.2% |