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 | $15,319 | $109,881-86.1% | $150,045-89.8% | $84,808-81.9% |
| Participation rate | 84.8% | 76.1%+8.8pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 19.28% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,738 | $6,636+16.6% | $7,997-3.2% | $4,212+83.7% |
| Admin fee / account holder | $1,329 | $8,568-84.5% | $13,435-90.1% | $7,344-81.9% |