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 8-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 | $12,994 | $209,411-93.8% | $178,490-92.7% | $158,922-91.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 40.69% | 188.75%-148.1pp | 151.07%-110.4pp | 302.83%-262.1pp |
| Employer contribution / active EE | $692 | $5,706-87.9% | $5,011-86.2% | $4,761-85.5% |
| Participant deferral / active EE | $4,913 | $5,954-17.5% | $5,202-5.5% | $5,982-17.9% |
| Admin fee / account holder | $523 | $17,074-96.9% | $13,984-96.3% | $11,246-95.3% |