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 | $18,068 | $211,958-91.5% | $169,463-89.3% | $135,375-86.7% |
| Participation rate | 82.4% | 82.6%-0.3pp | 77.8%+4.6pp | 82.6%-0.3pp |
| Annual return | 42.15% | 3.26%+38.9pp | 1.83%+40.3pp | 519.73%-477.6pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,861 | $6,075-3.5% | $5,277+11.1% | $5,609+4.5% |
| Admin fee / account holder | $2,273 | $11,471-80.2% | $9,109-75.0% | $10,827-79.0% |