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 7-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 | $7,570 | $74,927-89.9% | $101,794-92.6% | $84,808-91.1% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.2%+0.8pp | 68.3%+1.7pp |
| Annual return | 20.98% | 18.70%+2.3pp | 30.53%-9.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $120 | $1,522-92.1% | $2,289-94.8% | $2,631-95.5% |
| Participant deferral / active EE | $1,756 | $3,099-43.3% | $4,084-57.0% | $4,212-58.3% |
| Admin fee / account holder | $306 | $6,514-95.3% | $8,777-96.5% | $7,344-95.8% |