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 | $1,738 | $77,899-97.8% | $149,673-98.8% | $75,163-97.7% |
| Participation rate | 76.2% | 65.6%+10.6pp | 78.8%-2.6pp | 67.2%+9.0pp |
| Annual return | 22.23% | 31.72%-9.5pp | 134.42%-112.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,157 | $3,411-66.1% | $5,680-79.6% | $4,125-72.0% |
| Admin fee / account holder | $415 | $5,956-93.0% | $13,210-96.9% | $5,651-92.7% |