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 5-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 | $11,024 | $66,813-83.5% | $100,516-89.0% | $73,488-85.0% |
| Participation rate | 80.6% | 77.5%+3.1pp | 79.4%+1.2pp | 70.7%+9.9pp |
| Annual return | 0.00% | 25.70%-25.7pp | 30.89%-30.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,771 | $5,883-1.9% | $6,270-8.0% | $3,740+54.3% |
| Admin fee / account holder | $387 | $512-24.3% | $8,081-95.2% | $513-24.5% |