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 | $30,874 | $202,318-84.7% | $172,739-82.1% | $152,861-79.8% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 24.19% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.1pp |
| Employer contribution / active EE | $960 | $5,856-83.6% | $5,143-81.3% | $4,762-79.9% |
| Participant deferral / active EE | $3,260 | $5,948-45.2% | $5,198-37.3% | $5,850-44.3% |
| Admin fee / account holder | $925 | $17,109-94.6% | $13,954-93.4% | $11,596-92.0% |