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 | $9,601 | $185,822-94.8% | $169,993-94.4% | $139,434-93.1% |
| Participation rate | 86.7% | 87.8%-1.1pp | 87.0%-0.3pp | 80.3%+6.3pp |
| Annual return | 25.12% | 60.50%-35.4pp | 53.37%-28.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,319 | $7,590-82.6% | $6,785-80.6% | $4,751-72.2% |
| Participant deferral / active EE | $5,816 | $11,622-50.0% | $10,408-44.1% | $6,710-13.3% |
| Admin fee / account holder | $319 | $15,381-97.9% | $12,815-97.5% | $11,403-97.2% |