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 | $48,620 | $362,131-86.6% | $285,549-83.0% | $357,791-86.4% |
| Participation rate | 79.2% | 89.8%-10.7pp | 83.2%-4.0pp | 85.6%-6.4pp |
| Annual return | 18.13% | 5.08%+13.0pp | 7.15%+11.0pp | 396.79%-378.7pp |
| Employer contribution / active EE | $2,717 | $5,952-54.4% | $5,022-45.9% | $7,508-63.8% |
| Participant deferral / active EE | $4,094 | $5,478-25.3% | $4,549-10.0% | $5,521-25.8% |
| Admin fee / account holder | $437 | $16,774-97.4% | $13,934-96.9% | $28,387-98.5% |