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 5-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 | $11,549 | $126,574-90.9% | $106,213-89.1% | $145,922-92.1% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 13.04% | 224.79%-211.7pp | 116.14%-103.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $685 | $3,730-81.6% | $3,171-78.4% | $4,660-85.3% |
| Participant deferral / active EE | $2,740 | $5,724-52.1% | $5,016-45.4% | $6,688-59.0% |
| Admin fee / account holder | $391 | $17,304-97.7% | $11,033-96.5% | $13,397-97.1% |