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 3-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 | $5,478 | $74,927-92.7% | $101,794-94.6% | $84,808-93.5% |
| Participation rate | 80.5% | 61.4%+19.1pp | 69.2%+11.3pp | 68.3%+12.1pp |
| Annual return | 29.46% | 18.70%+10.8pp | 30.53%-1.1pp | 40.90%-11.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,754 | $3,099-43.4% | $4,084-57.1% | $4,212-58.4% |
| Admin fee / account holder | $1,219 | $6,514-81.3% | $8,777-86.1% | $7,344-83.4% |