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 | $21,910 | $152,587-85.6% | $125,175-82.5% | $152,861-85.7% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 17.38% | 54.84%-37.5pp | 43.79%-26.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $250 | $4,946-94.9% | $3,865-93.5% | $4,762-94.7% |
| Participant deferral / active EE | $2,622 | $5,868-55.3% | $4,937-46.9% | $5,850-55.2% |
| Admin fee / account holder | $321 | $13,434-97.6% | $9,702-96.7% | $11,596-97.2% |