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 | $23,671 | $78,705-69.9% | $117,854-79.9% | $70,131-66.2% |
| Participation rate | 94.9% | 73.2%+21.7pp | 79.7%+15.3pp | 69.5%+25.4pp |
| Annual return | 16.20% | 23.30%-7.1pp | 335.08%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $426 | $2,223-80.8% | $3,786-88.7% | $2,342-81.8% |
| Participant deferral / active EE | $1,672 | $3,297-49.3% | $4,482-62.7% | $3,332-49.8% |
| Admin fee / account holder | $2,857 | $5,065-43.6% | $8,020-64.4% | $4,645-38.5% |