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 | $22,711 | $102,317-77.8% | $146,958-84.5% | $80,856-71.9% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 16.33% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $833 | $3,713-77.6% | $4,933-83.1% | $2,755-69.8% |
| Participant deferral / active EE | $5,409 | $6,644-18.6% | $8,070-33.0% | $4,296+25.9% |
| Admin fee / account holder | $1,270 | $7,941-84.0% | $12,998-90.2% | $6,918-81.6% |