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 | $13,355 | $179,726-92.6% | $156,263-91.5% | $142,382-90.6% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.9%-2.7pp | 80.1%-3.9pp |
| Annual return | 17.52% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $991 | $5,069-80.5% | $4,333-77.1% | $4,299-77.0% |
| Participant deferral / active EE | $3,101 | $6,956-55.4% | $6,158-49.7% | $6,507-52.4% |
| Admin fee / account holder | $1,161 | $17,272-93.3% | $14,255-91.9% | $12,624-90.8% |