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 | $19,636 | $112,096-82.5% | $95,952-79.5% | $158,922-87.6% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 25.00% | 171.09%-146.1pp | 91.61%-66.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $607 | $3,198-81.0% | $2,541-76.1% | $4,761-87.2% |
| Participant deferral / active EE | $4,594 | $4,784-4.0% | $4,167+10.2% | $5,982-23.2% |
| Admin fee / account holder | $1,252 | $10,130-87.6% | $6,795-81.6% | $11,246-88.9% |