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 | $20,729 | $171,865-87.9% | $149,718-86.2% | $147,584-86.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 80.63% | 2113.22%-2032.6pp | 1501.63%-1421.0pp | 578.55%-497.9pp |
| Employer contribution / active EE | $2,381 | $6,275-62.1% | $5,445-56.3% | $4,876-51.2% |
| Participant deferral / active EE | $1,076 | $7,271-85.2% | $6,569-83.6% | $5,439-80.2% |
| Admin fee / account holder | $2,364 | $13,799-82.9% | $11,283-79.1% | $10,885-78.3% |