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.
Participant 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 | $15,130 | $150,440-89.9% | $136,294-88.9% | $147,584-89.7% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 24.65% | 1049.08%-1024.4pp | 5155.94%-5131.3pp | 578.55%-553.9pp |
| Employer contribution / active EE | $1,153 | $5,256-78.1% | $4,695-75.5% | $4,876-76.4% |
| Participant deferral / active EE | $1,209 | $6,630-81.8% | $6,247-80.6% | $5,439-77.8% |
| Admin fee / account holder | $548 | $10,905-95.0% | $9,243-94.1% | $10,885-95.0% |