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 | $4,433 | $60,892-92.7% | $82,389-94.6% | $84,808-94.8% |
| Participation rate | 72.8% | 63.3%+9.6pp | 69.5%+3.3pp | 68.3%+4.5pp |
| Annual return | 23.63% | 37.29%-13.7pp | 28.67%-5.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $294 | $1,779-83.5% | $2,517-88.3% | $2,631-88.8% |
| Participant deferral / active EE | $1,746 | $3,179-45.1% | $4,155-58.0% | $4,212-58.5% |
| Admin fee / account holder | $1,281 | $5,467-76.6% | $7,231-82.3% | $7,344-82.6% |