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 9-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 | $20,435 | $94,625-78.4% | $116,228-82.4% | $84,808-75.9% |
| Participation rate | 74.3% | 70.4%+3.8pp | 74.6%-0.3pp | 68.3%+6.0pp |
| Annual return | 18.77% | 20.40%-1.6pp | 90.06%-71.3pp | 40.90%-22.1pp |
| Employer contribution / active EE | $630 | $2,347-73.2% | $2,994-79.0% | $2,631-76.1% |
| Participant deferral / active EE | $2,342 | $3,972-41.0% | $4,953-52.7% | $4,212-44.4% |
| Admin fee / account holder | $854 | $10,091-91.5% | $11,989-92.9% | $7,344-88.4% |