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 | $22,297 | $124,319-82.1% | $111,297-80.0% | $167,490-86.7% |
| Participation rate | 79.2% | 79.6%-0.4pp | 77.3%+1.9pp | 82.1%-2.9pp |
| Annual return | 12.01% | 37.44%-25.4pp | 54.65%-42.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,030 | $5,180-60.8% | $4,487-54.8% | $6,341-68.0% |
| Admin fee / account holder | $487 | $10,618-95.4% | $7,964-93.9% | $12,309-96.0% |