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 9-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 | $11,948 | $70,475-83.0% | $100,516-88.1% | $79,858-85.0% |
| Participation rate | 81.7% | 73.7%+8.0pp | 79.4%+2.3pp | 69.6%+12.1pp |
| Annual return | 26.21% | 21.90%+4.3pp | 30.89%-4.7pp | 31.71%-5.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,326 | $5,181+2.8% | $6,270-15.1% | $3,740+42.4% |
| Admin fee / account holder | $2,564 | $4,478-42.8% | $8,081-68.3% | $5,306-51.7% |