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 | $14,999 | $171,865-91.3% | $149,718-90.0% | $147,584-89.8% |
| Participation rate | 70.6% | 88.2%-17.6pp | 87.1%-16.5pp | 82.8%-12.2pp |
| Annual return | 22.16% | 2113.22%-2091.1pp | 1501.63%-1479.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,840 | $6,275-70.7% | $5,445-66.2% | $4,876-62.3% |
| Participant deferral / active EE | $2,143 | $7,271-70.5% | $6,569-67.4% | $5,439-60.6% |
| Admin fee / account holder | $377 | $13,799-97.3% | $11,283-96.7% | $10,885-96.5% |