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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $203,971 | $161,701+26.1% | - | $142,382+43.3% |
| Participation rate | 55.6% | 75.8%-20.3pp | - | 80.1%-24.6pp |
| Annual return | 0.00% | 549.36%-549.4pp | - | 217.08%-217.1pp |
| Employer contribution / active EE | $521 | $4,438-88.3% | - | $4,299-87.9% |
| Participant deferral / active EE | $652 | $5,394-87.9% | - | $6,507-90.0% |
| Admin fee / account holder | $689 | $9,598-92.8% | - | $12,624-94.5% |