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 | $6,048 | $105,998-94.3% | $92,233-93.4% | $147,584-95.9% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 13.35% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $441 | $4,333-89.8% | $3,679-88.0% | $4,876-91.0% |
| Participant deferral / active EE | $2,208 | $4,478-50.7% | $3,897-43.3% | $5,439-59.4% |
| Admin fee / account holder | $3,281 | $6,332-48.2% | $5,194-36.8% | $10,885-69.9% |