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 | $22,771 | $198,466-88.5% | $170,442-86.6% | $147,584-84.6% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 12.73% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,101 | $6,184-82.2% | $5,433-79.7% | $4,876-77.4% |
| Participant deferral / active EE | $3,010 | $5,629-46.5% | $4,939-39.1% | $5,439-44.7% |
| Admin fee / account holder | $2,154 | $16,852-87.2% | $13,880-84.5% | $10,885-80.2% |