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 8-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 | $6,919 | $71,050-90.3% | $93,606-92.6% | $80,856-91.4% |
| Participation rate | 90.1% | 60.4%+29.7pp | 68.7%+21.4pp | 67.6%+22.5pp |
| Annual return | 13.90% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $353 | $1,564-77.4% | $2,420-85.4% | $2,755-87.2% |
| Participant deferral / active EE | $1,482 | $4,034-63.3% | $4,411-66.4% | $4,296-65.5% |
| Admin fee / account holder | $550 | $6,945-92.1% | $8,285-93.4% | $6,918-92.1% |