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 6-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 | $9,149 | $114,381-92.0% | $107,525-91.5% | $142,382-93.6% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 22.15% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $600 | $4,015-85.1% | $3,754-84.0% | $4,299-86.0% |
| Participant deferral / active EE | $2,584 | $5,564-53.6% | $5,116-49.5% | $6,507-60.3% |
| Admin fee / account holder | $1,453 | $9,860-85.3% | $8,919-83.7% | $12,624-88.5% |