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 | $21,259 | $89,753-76.3% | $107,525-80.2% | $84,808-74.9% |
| Participation rate | 80.3% | 68.1%+12.2pp | 75.1%+5.2pp | 68.3%+12.0pp |
| Annual return | 16.37% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $318 | $3,113-89.8% | $3,754-91.5% | $2,631-87.9% |
| Participant deferral / active EE | $2,837 | $4,056-30.1% | $5,116-44.5% | $4,212-32.6% |
| Admin fee / account holder | $1,633 | $7,222-77.4% | $8,919-81.7% | $7,344-77.8% |