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 | $6,542 | $78,926-91.7% | $136,749-95.2% | $84,808-92.3% |
| Participation rate | 84.6% | 62.2%+22.4pp | 72.1%+12.5pp | 68.3%+16.3pp |
| Annual return | 17.92% | 18.17%-0.3pp | 24.33%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,525 | $3,168-20.3% | $4,692-46.2% | $4,212-40.0% |
| Admin fee / account holder | $1,183 | $6,369-81.4% | $11,386-89.6% | $7,344-83.9% |