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 | $14,989 | $58,927-74.6% | $76,817-80.5% | $72,985-79.5% |
| Participation rate | 88.5% | 67.3%+21.1pp | 72.1%+16.4pp | 69.5%+19.0pp |
| Annual return | 23.69% | 2305.64%-2282.0pp | 1166.11%-1142.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,438 | $2,690+27.8% | $3,336+3.1% | $3,607-4.7% |
| Admin fee / account holder | $1,442 | $4,013-64.1% | $6,420-77.5% | $5,124-71.9% |