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 4-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 | $5,541 | $68,719-91.9% | $91,541-93.9% | $84,808-93.5% |
| Participation rate | 80.6% | 64.5%+16.1pp | 69.8%+10.9pp | 68.3%+12.3pp |
| Annual return | 23.20% | 19.12%+4.1pp | 20.50%+2.7pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,369 | $3,136-56.4% | $4,008-65.9% | $4,212-67.5% |
| Admin fee / account holder | $375 | $5,786-93.5% | $6,956-94.6% | $7,344-94.9% |