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 | $22,067 | $102,317-78.4% | $146,958-85.0% | $80,856-72.7% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.2%+5.6pp | 67.6%+20.1pp |
| Annual return | 17.65% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-17.9pp |
| Employer contribution / active EE | $20 | $3,713-99.5% | $4,933-99.6% | $2,755-99.3% |
| Participant deferral / active EE | $7,777 | $6,644+17.1% | $8,070-3.6% | $4,296+81.0% |
| Admin fee / account holder | $1,811 | $7,941-77.2% | $12,998-86.1% | $6,918-73.8% |