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 | $8,230 | $209,411-96.1% | $178,490-95.4% | $158,922-94.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 361.78% | 188.75%+173.0pp | 151.07%+210.7pp | 302.83%+59.0pp |
| Employer contribution / active EE | $966 | $5,706-83.1% | $5,011-80.7% | $4,761-79.7% |
| Participant deferral / active EE | $2,297 | $5,954-61.4% | $5,202-55.8% | $5,982-61.6% |
| Admin fee / account holder | $323 | $17,074-98.1% | $13,984-97.7% | $11,246-97.1% |