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 | $2,701 | $51,175-94.7% | $70,515-96.2% | $75,163-96.4% |
| Participation rate | 82.0% | 60.9%+21.1pp | 68.3%+13.7pp | 67.2%+14.8pp |
| Annual return | 27.72% | 30.02%-2.3pp | 32.77%-5.1pp | 160.62%-132.9pp |
| Employer contribution / active EE | $291 | $1,826-84.1% | $2,973-90.2% | $2,670-89.1% |
| Participant deferral / active EE | $1,763 | $2,849-38.1% | $4,567-61.4% | $4,125-57.3% |
| Admin fee / account holder | $560 | $4,091-86.3% | $6,412-91.3% | $5,651-90.1% |