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 | $21,162 | $76,050-72.2% | $96,544-78.1% | $71,457-70.4% |
| Participation rate | 92.3% | 74.4%+17.9pp | 76.0%+16.3pp | 67.9%+24.4pp |
| Annual return | 14.37% | 22.81%-8.4pp | 25.84%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $535 | $2,244-76.2% | $2,965-82.0% | $2,588-79.3% |
| Participant deferral / active EE | $2,675 | $4,215-36.5% | $4,851-44.8% | $4,289-37.6% |
| Admin fee / account holder | $1,499 | $2,707-44.6% | $8,252-81.8% | $1,587-5.6% |