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 | $215,615 | $293,860-26.6% | $237,244-9.1% | $357,791-39.7% |
| Participation rate | 88.9% | 84.2%+4.7pp | 80.3%+8.6pp | 85.6%+3.3pp |
| Annual return | 17.93% | 4677.97%-4660.0pp | 4131.29%-4113.4pp | 396.79%-378.9pp |
| Employer contribution / active EE | $3,090 | $5,523-44.1% | $4,351-29.0% | $7,508-58.8% |
| Participant deferral / active EE | $10,894 | $4,397+147.8% | $4,056+168.6% | $5,521+97.3% |
| Admin fee / account holder | $1,268 | $21,223-94.0% | $18,030-93.0% | $28,387-95.5% |