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 | $19,025 | $93,571-79.7% | $135,903-86.0% | $75,163-74.7% |
| Participation rate | 76.7% | 75.2%+1.6pp | 81.9%-5.2pp | 67.2%+9.6pp |
| Annual return | 21.83% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,751 | $6,404-10.2% | $7,758-25.9% | $4,125+39.4% |
| Admin fee / account holder | $6,892 | $6,975-1.2% | $10,762-36.0% | $5,651+22.0% |