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 | $3,743 | $227,553-98.4% | $189,557-98.0% | $167,490-97.8% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.4%-4.8pp | 82.1%-8.4pp |
| Annual return | 13.53% | 78.40%-64.9pp | 64.17%-50.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,550 | $7,002-49.3% | $6,174-42.5% | $6,341-44.0% |
| Admin fee / account holder | $1,412 | $11,878-88.1% | $9,807-85.6% | $12,309-88.5% |