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 | $9,304 | $115,770-92.0% | $101,248-90.8% | $158,922-94.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.77% | 56.14%-48.4pp | 46.47%-38.7pp | 302.83%-295.1pp |
| Employer contribution / active EE | $459 | $4,175-89.0% | $3,660-87.5% | $4,761-90.4% |
| Participant deferral / active EE | $2,971 | $4,957-40.1% | $4,370-32.0% | $5,982-50.3% |
| Admin fee / account holder | $1,372 | $7,245-81.1% | $5,945-76.9% | $11,246-87.8% |