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 | $3,890 | $59,097-93.4% | $82,389-95.3% | $74,304-94.8% |
| Participation rate | 71.3% | 52.8%+18.5pp | 69.5%+1.7pp | 60.3%+10.9pp |
| Annual return | 22.19% | 22.85%-0.7pp | 28.67%-6.5pp | 29.43%-7.2pp |
| Employer contribution / active EE | $250 | $1,601-84.4% | $2,517-90.1% | $2,241-88.8% |
| Participant deferral / active EE | $1,081 | $2,775-61.1% | $4,155-74.0% | $3,767-71.3% |
| Admin fee / account holder | $693 | $4,489-84.6% | $7,231-90.4% | $2,969-76.7% |