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 | $12,725 | $74,927-83.0% | $101,794-87.5% | $84,808-85.0% |
| Participation rate | 71.9% | 61.4%+10.5pp | 69.2%+2.7pp | 68.3%+3.6pp |
| Annual return | 44.30% | 18.70%+25.6pp | 30.53%+13.8pp | 40.90%+3.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,470 | $3,099+44.2% | $4,084+9.4% | $4,212+6.1% |
| Admin fee / account holder | $986 | $6,514-84.9% | $8,777-88.8% | $7,344-86.6% |