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 | $55,744 | $65,041-14.3% | $90,951-38.7% | $79,858-30.2% |
| Participation rate | 64.4% | 61.6%+2.8pp | 69.0%-4.6pp | 69.6%-5.2pp |
| Annual return | 5.51% | 30.45%-24.9pp | 134.60%-129.1pp | 31.71%-26.2pp |
| Employer contribution / active EE | $520 | $1,247-58.3% | $2,122-75.5% | $2,471-78.9% |
| Participant deferral / active EE | $1,221 | $2,512-51.4% | $3,373-63.8% | $3,740-67.4% |
| Admin fee / account holder | $7,336 | $4,536+61.7% | $5,959+23.1% | $5,306+38.2% |