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 | $21,737 | $109,413-80.1% | $156,263-86.1% | $84,808-74.4% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 14.17% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $651 | $2,907-77.6% | $4,333-85.0% | $2,631-75.3% |
| Participant deferral / active EE | $2,708 | $4,590-41.0% | $6,158-56.0% | $4,212-35.7% |
| Admin fee / account holder | $2,614 | $9,357-72.1% | $14,255-81.7% | $7,344-64.4% |