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 8-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 | $23,108 | $89,652-74.2% | $141,162-83.6% | $65,185-64.6% |
| Participation rate | 72.7% | 74.7%-2.0pp | 82.5%-9.7pp | 70.2%+2.5pp |
| Annual return | 32.42% | 32.79%-0.4pp | 71.39%-39.0pp | 29.38%+3.0pp |
| Employer contribution / active EE | $484 | $3,065-84.2% | $4,735-89.8% | $2,177-77.8% |
| Participant deferral / active EE | $4,531 | $5,691-20.4% | $6,709-32.5% | $3,514+29.0% |
| Admin fee / account holder | $3,688 | $569+548.7% | $10,261-64.1% | $847+335.4% |