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 | $138,830 | $297,529-53.3% | $246,525-43.7% | $357,791-61.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 13.76% | -2.25%+16.0pp | 0.46%+13.3pp | 396.79%-383.0pp |
| Employer contribution / active EE | $3,156 | $8,709-63.8% | $7,467-57.7% | $7,508-58.0% |
| Participant deferral / active EE | $7,393 | $6,076+21.7% | $5,422+36.3% | $5,521+33.9% |
| Admin fee / account holder | $623 | $16,212-96.2% | $16,551-96.2% | $28,387-97.8% |