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 | $10,913 | $177,572-93.9% | $154,803-93.0% | $142,382-92.3% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 45.52% | 65.07%-19.6pp | 58.88%-13.4pp | 217.08%-171.6pp |
| Employer contribution / active EE | $78 | $4,810-98.4% | $4,305-98.2% | $4,299-98.2% |
| Participant deferral / active EE | $6,797 | $6,272+8.4% | $5,540+22.7% | $6,507+4.4% |
| Admin fee / account holder | $553 | $16,786-96.7% | $14,329-96.1% | $12,624-95.6% |