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 | $9,228 | $81,460-88.7% | $103,333-91.1% | $80,856-88.6% |
| Participation rate | 78.0% | 66.8%+11.2pp | 74.5%+3.5pp | 67.6%+10.4pp |
| Annual return | 12.00% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $732 | $3,105-76.4% | $3,868-81.1% | $2,755-73.4% |
| Participant deferral / active EE | $3,139 | $3,869-18.9% | $5,057-37.9% | $4,296-26.9% |
| Admin fee / account holder | $1,238 | $6,566-81.1% | $8,355-85.2% | $6,918-82.1% |