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 9-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 | $13,659 | $183,963-92.6% | $162,163-91.6% | $152,861-91.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.43% | 150.76%-127.3pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $8,380 | $6,371+31.5% | $5,614+49.3% | $4,762+76.0% |
| Participant deferral / active EE | $1,487 | $8,034-81.5% | $7,298-79.6% | $5,850-74.6% |
| Admin fee / account holder | $525 | $13,121-96.0% | $10,843-95.2% | $11,596-95.5% |