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 7-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 | $7,268 | $105,181-93.1% | $159,436-95.4% | $85,850-91.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 102.88% | 45.07%+57.8pp | 263.57%-160.7pp | 318.53%-215.7pp |
| Employer contribution / active EE | $649 | $3,318-80.4% | $4,829-86.6% | $2,565-74.7% |
| Participant deferral / active EE | $1,216 | $5,945-79.5% | $7,352-83.5% | $3,952-69.2% |
| Admin fee / account holder | $1,757 | $6,933-74.7% | $10,799-83.7% | $6,260-71.9% |