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 | $10,298 | $177,572-94.2% | $154,803-93.3% | $142,382-92.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 186.92% | 65.07%+121.9pp | 58.88%+128.0pp | 217.08%-30.2pp |
| Employer contribution / active EE | $842 | $4,810-82.5% | $4,305-80.4% | $4,299-80.4% |
| Participant deferral / active EE | $2,822 | $6,272-55.0% | $5,540-49.1% | $6,507-56.6% |
| Admin fee / account holder | $4,846 | $16,786-71.1% | $14,329-66.2% | $12,624-61.6% |