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 | $11,954 | $127,065-90.6% | $113,168-89.4% | $142,382-91.6% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 17.75% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $713 | $3,442-79.3% | $2,975-76.0% | $4,299-83.4% |
| Participant deferral / active EE | $2,036 | $5,716-64.4% | $5,107-60.1% | $6,507-68.7% |
| Admin fee / account holder | $970 | $15,736-93.8% | $12,068-92.0% | $12,624-92.3% |