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 | $11,157 | $81,460-86.3% | $103,333-89.2% | $80,856-86.2% |
| Participation rate | 95.1% | 66.8%+28.2pp | 74.5%+20.6pp | 67.6%+27.4pp |
| Annual return | 12.68% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $202 | $3,105-93.5% | $3,868-94.8% | $2,755-92.7% |
| Participant deferral / active EE | $3,249 | $3,869-16.0% | $5,057-35.8% | $4,296-24.4% |
| Admin fee / account holder | $663 | $6,566-89.9% | $8,355-92.1% | $6,918-90.4% |