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 | $3,786 | $78,672-95.2% | $109,143-96.5% | $85,850-95.6% |
| Participation rate | 93.9% | 68.3%+25.6pp | 75.9%+18.0pp | 69.3%+24.6pp |
| Annual return | 17.75% | 25.09%-7.3pp | 25.75%-8.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $157 | $2,735-94.2% | $3,722-95.8% | $2,565-93.9% |
| Participant deferral / active EE | $2,032 | $3,467-41.4% | $4,653-56.3% | $3,952-48.6% |
| Admin fee / account holder | $335 | $5,469-93.9% | $6,752-95.0% | $6,260-94.6% |