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 | $10,646 | $185,822-94.3% | $169,993-93.7% | $139,434-92.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 26.52% | 60.50%-34.0pp | 53.37%-26.9pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,372 | $7,590-81.9% | $6,785-79.8% | $4,751-71.1% |
| Participant deferral / active EE | $3,422 | $11,622-70.6% | $10,408-67.1% | $6,710-49.0% |
| Admin fee / account holder | $1,938 | $15,381-87.4% | $12,815-84.9% | $11,403-83.0% |