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 | $29,979 | $202,318-85.2% | $172,739-82.6% | $152,861-80.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 22.32% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,174 | $5,856-80.0% | $5,143-77.2% | $4,762-75.3% |
| Participant deferral / active EE | $3,018 | $5,948-49.3% | $5,198-41.9% | $5,850-48.4% |
| Admin fee / account holder | $944 | $17,109-94.5% | $13,954-93.2% | $11,596-91.9% |