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 | $29,584 | $109,359-72.9% | $162,163-81.8% | $72,985-59.5% |
| Participation rate | 85.0% | 84.3%+0.7pp | 87.6%-2.6pp | 69.5%+15.5pp |
| Annual return | 39.31% | 25.46%+13.8pp | 115.59%-76.3pp | 81.00%-41.7pp |
| Employer contribution / active EE | $678 | $3,907-82.6% | $5,614-87.9% | $2,440-72.2% |
| Participant deferral / active EE | $2,619 | $5,481-52.2% | $7,298-64.1% | $3,607-27.4% |
| Admin fee / account holder | $5,523 | $7,972-30.7% | $10,843-49.1% | $5,124+7.8% |