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 | $6,457 | $189,613-96.6% | $167,512-96.1% | $142,382-95.5% |
| Participation rate | 85.0% | 80.1%+4.9pp | 77.1%+7.9pp | 80.1%+4.9pp |
| Annual return | 19.27% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $428 | $4,349-90.2% | $3,882-89.0% | $4,299-90.0% |
| Participant deferral / active EE | $1,981 | $6,981-71.6% | $6,405-69.1% | $6,507-69.6% |
| Admin fee / account holder | $1,178 | $10,528-88.8% | $9,769-87.9% | $12,624-90.7% |