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 10-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 | $13,660 | $84,233-83.8% | $170,442-92.0% | $70,131-80.5% |
| Participation rate | 94.5% | 70.8%+23.7pp | 83.6%+10.9pp | 69.5%+25.0pp |
| Annual return | 14.97% | 23.06%-8.1pp | 205.93%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $378 | $3,387-88.8% | $5,433-93.0% | $2,342-83.9% |
| Participant deferral / active EE | $1,682 | $3,086-45.5% | $4,939-65.9% | $3,332-49.5% |
| Admin fee / account holder | $945 | $5,698-83.4% | $13,880-93.2% | $4,645-79.6% |