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 | $6,842 | $117,841-94.2% | $102,423-93.3% | $145,922-95.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.73% | 31.65%-5.9pp | 29.32%-3.6pp | 561.29%-535.6pp |
| Employer contribution / active EE | $470 | $3,615-87.0% | $3,023-84.5% | $4,660-89.9% |
| Participant deferral / active EE | $2,403 | $5,731-58.1% | $5,053-52.4% | $6,688-64.1% |
| Admin fee / account holder | $341 | $13,326-97.4% | $9,451-96.4% | $13,397-97.5% |