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 8-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 | $31,387 | $101,317-69.0% | $146,958-78.6% | $74,495-57.9% |
| Participation rate | 93.9% | 75.5%+18.4pp | 82.2%+11.7pp | 67.2%+26.7pp |
| Annual return | 16.89% | 8730.91%-8714.0pp | 418.34%-401.4pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,032 | $7,303+64.7% | $8,070+49.1% | $4,346+176.9% |
| Admin fee / account holder | $2,481 | $1,739+42.7% | $12,998-80.9% | $1,942+27.8% |