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 | $26,964 | $176,812-84.7% | $146,665-81.6% | $167,490-83.9% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 15.39% | 24.03%-8.6pp | 22.74%-7.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $500 | $5,160-90.3% | $4,136-87.9% | $4,837-89.7% |
| Participant deferral / active EE | $3,664 | $6,440-43.1% | $5,506-33.5% | $6,341-42.2% |
| Admin fee / account holder | $400 | $13,259-97.0% | $10,280-96.1% | $12,309-96.8% |