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 | $23,421 | $105,181-77.7% | $159,436-85.3% | $85,850-72.7% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.8%+3.7pp | 69.3%+17.2pp |
| Annual return | 21.10% | 45.07%-24.0pp | 263.57%-242.5pp | 318.53%-297.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,575 | $5,945+27.4% | $7,352+3.0% | $3,952+91.7% |
| Admin fee / account holder | $2,013 | $6,933-71.0% | $10,799-81.4% | $6,260-67.8% |