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 | $17,785 | $171,865-89.7% | $149,718-88.1% | $147,584-87.9% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 25.93% | 2113.22%-2087.3pp | 1501.63%-1475.7pp | 578.55%-552.6pp |
| Employer contribution / active EE | $1,303 | $6,275-79.2% | $5,445-76.1% | $4,876-73.3% |
| Participant deferral / active EE | $5,224 | $7,271-28.2% | $6,569-20.5% | $5,439-3.9% |
| Admin fee / account holder | $1,438 | $13,799-89.6% | $11,283-87.3% | $10,885-86.8% |