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 7-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 | $16,887 | $72,012-76.5% | $185,823-90.9% | $79,858-78.9% |
| Participation rate | 73.1% | 65.8%+7.3pp | 78.0%-5.0pp | 69.6%+3.4pp |
| Annual return | 17.78% | 23.12%-5.3pp | 35.95%-18.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $15 | $1,965-99.3% | $4,087-99.6% | $2,471-99.4% |
| Participant deferral / active EE | $3,151 | $3,779-16.6% | $5,632-44.1% | $3,740-15.8% |
| Admin fee / account holder | $803 | $4,513-82.2% | $9,500-91.5% | $5,306-84.9% |