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 5-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 | $12,616 | $138,347-90.9% | $184,203-93.2% | $80,856-84.4% |
| Participation rate | 95.1% | 83.9%+11.2pp | 86.8%+8.2pp | 67.6%+27.4pp |
| Annual return | 16.47% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $887 | $4,850-81.7% | $6,427-86.2% | $2,755-67.8% |
| Participant deferral / active EE | $3,733 | $7,071-47.2% | $9,131-59.1% | $4,296-13.1% |
| Admin fee / account holder | $963 | $10,483-90.8% | $13,901-93.1% | $6,918-86.1% |