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 | $28,810 | $87,870-67.2% | $113,168-74.5% | $74,304-61.2% |
| Participation rate | 90.8% | 70.7%+20.0pp | 76.6%+14.2pp | 60.3%+30.4pp |
| Annual return | 14.47% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $537 | $2,277-76.4% | $2,975-82.0% | $2,241-76.1% |
| Participant deferral / active EE | $2,466 | $4,241-41.9% | $5,107-51.7% | $3,767-34.5% |
| Admin fee / account holder | $2,487 | $3,368-26.2% | $12,068-79.4% | $2,969-16.2% |