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 | $6,822 | $209,411-96.7% | $178,490-96.2% | $158,922-95.7% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 23.96% | 188.75%-164.8pp | 151.07%-127.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $772 | $5,706-86.5% | $5,011-84.6% | $4,761-83.8% |
| Participant deferral / active EE | $2,472 | $5,954-58.5% | $5,202-52.5% | $5,982-58.7% |
| Admin fee / account holder | $400 | $17,074-97.7% | $13,984-97.1% | $11,246-96.4% |