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 | $170,371 | $297,529-42.7% | $246,525-30.9% | $357,791-52.4% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 11.31% | -2.25%+13.6pp | 0.46%+10.9pp | 396.79%-385.5pp |
| Employer contribution / active EE | $4,706 | $8,709-46.0% | $7,467-37.0% | $7,508-37.3% |
| Participant deferral / active EE | $13,495 | $6,076+122.1% | $5,422+148.9% | $5,521+144.4% |
| Admin fee / account holder | $1,692 | $16,212-89.6% | $16,551-89.8% | $28,387-94.0% |