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 | $6,960 | $73,933-90.6% | $96,683-92.8% | $75,163-90.7% |
| Participation rate | 79.6% | 66.4%+13.2pp | 74.3%+5.2pp | 67.2%+12.4pp |
| Annual return | 21.11% | 26.70%-5.6pp | 35.69%-14.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $612 | $2,928-79.1% | $3,737-83.6% | $2,670-77.1% |
| Participant deferral / active EE | $2,484 | $3,659-32.1% | $4,878-49.1% | $4,125-39.8% |
| Admin fee / account holder | $343 | $5,216-93.4% | $6,730-94.9% | $5,651-93.9% |