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 | $18,876 | $89,355-78.9% | $141,162-86.6% | $72,985-74.1% |
| Participation rate | 75.8% | 75.1%+0.6pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 29.15% | 111.85%-82.7pp | 71.39%-42.2pp | 81.00%-51.9pp |
| Employer contribution / active EE | $520 | $3,114-83.3% | $4,735-89.0% | $2,440-78.7% |
| Participant deferral / active EE | $3,571 | $5,418-34.1% | $6,709-46.8% | $3,607-1.0% |
| Admin fee / account holder | $1,532 | $5,958-74.3% | $10,261-85.1% | $5,124-70.1% |