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 | $28,713 | $109,359-73.7% | $162,163-82.3% | $72,985-60.7% |
| Participation rate | 76.5% | 84.3%-7.8pp | 87.6%-11.1pp | 69.5%+7.0pp |
| Annual return | 29.39% | 25.46%+3.9pp | 115.59%-86.2pp | 81.00%-51.6pp |
| Employer contribution / active EE | $680 | $3,907-82.6% | $5,614-87.9% | $2,440-72.1% |
| Participant deferral / active EE | $4,347 | $5,481-20.7% | $7,298-40.4% | $3,607+20.5% |
| Admin fee / account holder | $1,055 | $7,972-86.8% | $10,843-90.3% | $5,124-79.4% |