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 | $3,474 | $49,915-93.0% | $154,803-97.8% | $74,304-95.3% |
| Participation rate | 72.0% | 54.0%+18.0pp | 78.1%-6.1pp | 60.3%+11.7pp |
| Annual return | 19.63% | 34.06%-14.4pp | 58.88%-39.3pp | 29.43%-9.8pp |
| Employer contribution / active EE | $176 | $1,611-89.0% | $4,305-95.9% | $2,241-92.1% |
| Participant deferral / active EE | $1,023 | $2,255-54.6% | $5,540-81.5% | $3,767-72.8% |
| Admin fee / account holder | $362 | $2,189-83.5% | $14,329-97.5% | $2,969-87.8% |