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 9-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.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,177 | $91,190-93.2% | $178,490-96.5% | $79,858-92.3% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 19.63% | 24.19%-4.6pp | 151.07%-131.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1 | $3,256-100.0% | $5,011-100.0% | $2,471-99.9% |
| Participant deferral / active EE | $2,245 | $3,236-30.6% | $5,202-56.8% | $3,740-40.0% |
| Admin fee / account holder | $596 | $6,751-91.2% | $13,984-95.7% | $5,306-88.8% |