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 5-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 | $18,963 | $148,978-87.3% | $200,582-90.5% | $84,808-77.6% |
| Participation rate | 85.5% | 84.2%+1.3pp | 86.9%-1.4pp | 68.3%+17.2pp |
| Annual return | 16.36% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $337 | $4,815-93.0% | $6,419-94.8% | $2,631-87.2% |
| Participant deferral / active EE | $4,443 | $7,142-37.8% | $9,331-52.4% | $4,212+5.5% |
| Admin fee / account holder | $2,589 | $13,977-81.5% | $16,305-84.1% | $7,344-64.7% |