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 | $15,005 | $115,770-87.0% | $101,248-85.2% | $158,922-90.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.48% | 56.14%-46.7pp | 46.47%-37.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $410 | $4,175-90.2% | $3,660-88.8% | $4,761-91.4% |
| Participant deferral / active EE | $2,191 | $4,957-55.8% | $4,370-49.9% | $5,982-63.4% |
| Admin fee / account holder | $1,099 | $7,245-84.8% | $5,945-81.5% | $11,246-90.2% |