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 | $15,274 | $124,281-87.7% | $109,143-86.0% | $167,490-90.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 36.58% | 26.04%+10.5pp | 25.75%+10.8pp | 478.56%-442.0pp |
| Employer contribution / active EE | $15,298 | $4,207+263.6% | $3,722+311.0% | $4,837+216.2% |
| Participant deferral / active EE | $222 | $5,255-95.8% | $4,653-95.2% | $6,341-96.5% |
| Admin fee / account holder | $2,675 | $7,970-66.4% | $6,752-60.4% | $12,309-78.3% |