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 | $135,491 | $369,484-63.3% | $303,047-55.3% | $357,791-62.1% |
| Participation rate | 73.3% | 90.0%-16.7pp | 87.1%-13.8pp | 85.6%-12.3pp |
| Annual return | 34.77% | 0.42%+34.4pp | 2.47%+32.3pp | 396.79%-362.0pp |
| Employer contribution / active EE | $4,072 | $9,025-54.9% | $7,418-45.1% | $7,508-45.8% |
| Participant deferral / active EE | $10,312 | $5,439+89.6% | $5,070+103.4% | $5,521+86.8% |
| Admin fee / account holder | $3,288 | $49,137-93.3% | $39,333-91.6% | $28,387-88.4% |