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 | $14,227 | $102,317-86.1% | $146,958-90.3% | $80,856-82.4% |
| Participation rate | 72.1% | 75.8%-3.8pp | 82.2%-10.1pp | 67.6%+4.4pp |
| Annual return | 12.36% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $846 | $3,713-77.2% | $4,933-82.8% | $2,755-69.3% |
| Participant deferral / active EE | $2,854 | $6,644-57.0% | $8,070-64.6% | $4,296-33.6% |
| Admin fee / account holder | $1,852 | $7,941-76.7% | $12,998-85.7% | $6,918-73.2% |