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 | $4,120 | $86,286-95.2% | $111,297-96.3% | $85,850-95.2% |
| Participation rate | 90.5% | 73.3%+17.1pp | 77.3%+13.2pp | 69.3%+21.2pp |
| Annual return | 18.78% | 19.99%-1.2pp | 54.65%-35.9pp | 318.53%-299.7pp |
| Employer contribution / active EE | $384 | $2,043-81.2% | $2,731-85.9% | $2,565-85.0% |
| Participant deferral / active EE | $1,924 | $3,641-47.1% | $4,487-57.1% | $3,952-51.3% |
| Admin fee / account holder | $412 | $8,188-95.0% | $7,964-94.8% | $6,260-93.4% |