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 5-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 | $9,127 | $117,841-92.3% | $102,423-91.1% | $145,922-93.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 21.93% | 31.65%-9.7pp | 29.32%-7.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $271 | $3,615-92.5% | $3,023-91.0% | $4,660-94.2% |
| Participant deferral / active EE | $2,518 | $5,731-56.1% | $5,053-50.2% | $6,688-62.4% |
| Admin fee / account holder | $2,124 | $13,326-84.1% | $9,451-77.5% | $13,397-84.1% |