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 | $25,026 | $209,411-88.0% | $178,490-86.0% | $158,922-84.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.17% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $82 | $5,706-98.6% | $5,011-98.4% | $4,761-98.3% |
| Participant deferral / active EE | $3,825 | $5,954-35.8% | $5,202-26.5% | $5,982-36.1% |
| Admin fee / account holder | $1,004 | $17,074-94.1% | $13,984-92.8% | $11,246-91.1% |