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 | $171,687 | $270,399-36.5% | $209,409-18.0% | $357,791-52.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 80.4%+11.3pp | 85.6%+6.1pp |
| Annual return | 21.33% | 194.89%-173.6pp | 159.49%-138.2pp | 396.79%-375.5pp |
| Employer contribution / active EE | $2,755 | $6,982-60.5% | $5,035-45.3% | $7,508-63.3% |
| Participant deferral / active EE | $9,039 | $4,606+96.3% | $4,230+113.7% | $5,521+63.7% |
| Admin fee / account holder | $9,973 | $18,969-47.4% | $16,474-39.5% | $28,387-64.9% |