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 | $34,737 | $642,683-94.6% | $386,318-91.0% | $357,791-90.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 67.7%+32.3pp | 85.6%+14.4pp |
| Annual return | 16.16% | -6.86%+23.0pp | -2.64%+18.8pp | 396.79%-380.6pp |
| Employer contribution / active EE | $5,257 | $5,282-0.5% | $4,025+30.6% | $7,508-30.0% |
| Participant deferral / active EE | $0 | $3,904-100.0% | $3,524-100.0% | $5,521-100.0% |
| Admin fee / account holder | $1,216 | $23,448-94.8% | $16,179-92.5% | $28,387-95.7% |