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 | $3,139 | $81,248-96.1% | $155,509-98.0% | $80,856-96.1% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 17.77% | 33.31%-15.5pp | 64.67%-46.9pp | 35.59%-17.8pp |
| Employer contribution / active EE | $66 | $3,100-97.9% | $4,672-98.6% | $2,755-97.6% |
| Participant deferral / active EE | $1,516 | $3,452-56.1% | $5,626-73.1% | $4,296-64.7% |
| Admin fee / account holder | $471 | $7,997-94.1% | $15,912-97.0% | $6,918-93.2% |