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 | $23,385 | $67,606-65.4% | $82,313-71.6% | $70,131-66.7% |
| Participation rate | 86.8% | 72.8%+14.1pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 17.25% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $235 | $1,755-86.6% | $2,428-90.3% | $2,342-90.0% |
| Participant deferral / active EE | $2,332 | $2,987-21.9% | $3,706-37.1% | $3,332-30.0% |
| Admin fee / account holder | $1,423 | $4,512-68.5% | $5,608-74.6% | $4,645-69.4% |