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 | $15,986 | $63,355-74.8% | $91,989-82.6% | $72,985-78.1% |
| Participation rate | 75.7% | 72.5%+3.2pp | 78.6%-3.0pp | 69.5%+6.2pp |
| Annual return | 47.71% | 35.35%+12.4pp | 69.02%-21.3pp | 81.00%-33.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,893 | $4,883-20.3% | $5,923-34.3% | $3,607+7.9% |
| Admin fee / account holder | $941 | $4,668-79.8% | $7,743-87.8% | $5,124-81.6% |