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 | $7,113 | $60,892-88.3% | $82,389-91.4% | $84,808-91.6% |
| Participation rate | 78.8% | 63.3%+15.5pp | 69.5%+9.2pp | 68.3%+10.5pp |
| Annual return | 18.74% | 37.29%-18.6pp | 28.67%-9.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,596 | $3,179-49.8% | $4,155-61.6% | $4,212-62.1% |
| Admin fee / account holder | $794 | $5,467-85.5% | $7,231-89.0% | $7,344-89.2% |