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 | $13,018 | $157,256-91.7% | $141,162-90.8% | $152,861-91.5% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 28.73% | 64.32%-35.6pp | 71.39%-42.7pp | 345.32%-316.6pp |
| Employer contribution / active EE | $161 | $5,261-96.9% | $4,735-96.6% | $4,762-96.6% |
| Participant deferral / active EE | $2,502 | $7,109-64.8% | $6,709-62.7% | $5,850-57.2% |
| Admin fee / account holder | $1,826 | $12,120-84.9% | $10,261-82.2% | $11,596-84.3% |