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 4-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 | $4,256 | $95,266-95.5% | $82,389-94.8% | $142,382-97.0% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 14.97% | 25.74%-10.8pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $77 | $2,991-97.4% | $2,517-97.0% | $4,299-98.2% |
| Participant deferral / active EE | $1,692 | $4,809-64.8% | $4,155-59.3% | $6,507-74.0% |
| Admin fee / account holder | $1,839 | $8,563-78.5% | $7,231-74.6% | $12,624-85.4% |