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 | $14,790 | $198,466-92.5% | $170,442-91.3% | $147,584-90.0% |
| Participation rate | 79.2% | 88.0%-8.8pp | 83.6%-4.4pp | 82.8%-3.7pp |
| Annual return | 21.92% | 257.29%-235.4pp | 205.93%-184.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $916 | $6,184-85.2% | $5,433-83.1% | $4,876-81.2% |
| Participant deferral / active EE | $3,771 | $5,629-33.0% | $4,939-23.7% | $5,439-30.7% |
| Admin fee / account holder | $2,947 | $16,852-82.5% | $13,880-78.8% | $10,885-72.9% |