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 | $2,995 | $77,899-96.2% | $149,673-98.0% | $75,163-96.0% |
| Participation rate | 81.3% | 65.6%+15.7pp | 78.8%+2.5pp | 67.2%+14.1pp |
| Annual return | 18.99% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $306 | $3,137-90.3% | $4,818-93.7% | $2,670-88.5% |
| Participant deferral / active EE | $1,015 | $3,411-70.3% | $5,680-82.1% | $4,125-75.4% |
| Admin fee / account holder | $509 | $5,956-91.5% | $13,210-96.1% | $5,651-91.0% |