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 | $12,147 | $74,927-83.8% | $101,794-88.1% | $84,808-85.7% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.2%+24.9pp | 68.3%+25.8pp |
| Annual return | 25.54% | 18.70%+6.8pp | 30.53%-5.0pp | 40.90%-15.4pp |
| Employer contribution / active EE | $325 | $1,522-78.6% | $2,289-85.8% | $2,631-87.6% |
| Participant deferral / active EE | $3,961 | $3,099+27.8% | $4,084-3.0% | $4,212-5.9% |
| Admin fee / account holder | $1,008 | $6,514-84.5% | $8,777-88.5% | $7,344-86.3% |