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 3-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 | $2,792 | $58,208-95.2% | $81,812-96.6% | $80,856-96.5% |
| Participation rate | 88.1% | 63.4%+24.7pp | 72.3%+15.8pp | 67.6%+20.5pp |
| Annual return | 47.66% | 41.66%+6.0pp | 773.79%-726.1pp | 35.59%+12.1pp |
| Employer contribution / active EE | $228 | $2,340-90.3% | $2,912-92.2% | $2,755-91.7% |
| Participant deferral / active EE | $2,278 | $3,281-30.6% | $4,319-47.2% | $4,296-47.0% |
| Admin fee / account holder | $515 | $4,981-89.7% | $7,386-93.0% | $6,918-92.6% |