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 | $50,736 | $124,881-59.4% | $209,409-75.8% | $116,875-56.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 11.17% | 14.56%-3.4pp | 159.49%-148.3pp | 16.29%-5.1pp |
| Employer contribution / active EE | $568 | $2,588-78.0% | $5,035-88.7% | $3,288-82.7% |
| Participant deferral / active EE | $3,275 | $3,793-13.6% | $4,230-22.6% | $3,885-15.7% |
| Admin fee / account holder | $1,517 | $12,933-88.3% | $16,474-90.8% | $12,263-87.6% |