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 | $16,889 | $102,317-83.5% | $146,958-88.5% | $80,856-79.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.77% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,063 | $3,713-71.4% | $4,933-78.5% | $2,755-61.4% |
| Participant deferral / active EE | $1,625 | $6,644-75.5% | $8,070-79.9% | $4,296-62.2% |
| Admin fee / account holder | $1,041 | $7,941-86.9% | $12,998-92.0% | $6,918-84.9% |