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 | $12,992 | $109,413-88.1% | $156,263-91.7% | $84,808-84.7% |
| Participation rate | 88.3% | 72.7%+15.6pp | 78.9%+9.4pp | 68.3%+20.0pp |
| Annual return | 23.44% | 20.18%+3.3pp | 59.47%-36.0pp | 40.90%-17.5pp |
| Employer contribution / active EE | $639 | $2,907-78.0% | $4,333-85.3% | $2,631-75.7% |
| Participant deferral / active EE | $3,793 | $4,590-17.4% | $6,158-38.4% | $4,212-9.9% |
| Admin fee / account holder | $783 | $9,357-91.6% | $14,255-94.5% | $7,344-89.3% |