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 4-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 | $8,163 | $74,927-89.1% | $101,794-92.0% | $84,808-90.4% |
| Participation rate | 85.4% | 61.4%+24.0pp | 69.2%+16.2pp | 68.3%+17.1pp |
| Annual return | 18.79% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $320 | $1,522-79.0% | $2,289-86.0% | $2,631-87.8% |
| Participant deferral / active EE | $1,465 | $3,099-52.7% | $4,084-64.1% | $4,212-65.2% |
| Admin fee / account holder | $748 | $6,514-88.5% | $8,777-91.5% | $7,344-89.8% |