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 7-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 | $21,199 | $89,753-76.4% | $107,525-80.3% | $84,808-75.0% |
| Participation rate | 71.0% | 68.1%+2.9pp | 75.1%-4.1pp | 68.3%+2.7pp |
| Annual return | 16.62% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $123 | $3,113-96.0% | $3,754-96.7% | $2,631-95.3% |
| Participant deferral / active EE | $2,700 | $4,056-33.4% | $5,116-47.2% | $4,212-35.9% |
| Admin fee / account holder | $645 | $7,222-91.1% | $8,919-92.8% | $7,344-91.2% |