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 | $21,265 | $183,963-88.4% | $162,163-86.9% | $152,861-86.1% |
| Participation rate | 87.0% | 88.5%-1.5pp | 87.6%-0.6pp | 82.4%+4.5pp |
| Annual return | 29.79% | 150.76%-121.0pp | 115.59%-85.8pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,257 | $6,371-80.3% | $5,614-77.6% | $4,762-73.6% |
| Participant deferral / active EE | $4,229 | $8,034-47.4% | $7,298-42.0% | $5,850-27.7% |
| Admin fee / account holder | $573 | $13,121-95.6% | $10,843-94.7% | $11,596-95.1% |