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 | $30,815 | $82,978-62.9% | $129,995-76.3% | $71,457-56.9% |
| Participation rate | 78.5% | 74.1%+4.4pp | 78.5%0pp | 67.9%+10.6pp |
| Annual return | 15.22% | 20.60%-5.4pp | -137.18%+152.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $531 | $2,622-79.7% | $4,320-87.7% | $2,588-79.5% |
| Participant deferral / active EE | $4,384 | $4,432-1.1% | $5,820-24.7% | $4,289+2.2% |
| Admin fee / account holder | $3,967 | $1,729+129.5% | $10,614-62.6% | $1,587+149.9% |