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 | $15,636 | $185,822-91.6% | $169,993-90.8% | $139,434-88.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.47% | 60.50%-30.0pp | 53.37%-22.9pp | 372.94%-342.5pp |
| Employer contribution / active EE | $1,096 | $7,590-85.6% | $6,785-83.9% | $4,751-76.9% |
| Participant deferral / active EE | $6,272 | $11,622-46.0% | $10,408-39.7% | $6,710-6.5% |
| Admin fee / account holder | $302 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |