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 6-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 | $15,192 | $80,673-81.2% | $101,326-85.0% | $84,808-82.1% |
| Participation rate | 79.4% | 77.8%+1.6pp | 81.5%-2.1pp | 68.3%+11.1pp |
| Annual return | 62.06% | 38.95%+23.1pp | 36.82%+25.2pp | 40.90%+21.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,931 | $6,840+59.8% | $7,994+36.7% | $4,212+159.5% |
| Admin fee / account holder | $7,958 | $12,784-37.8% | $11,185-28.9% | $7,344+8.4% |