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 | $18,512 | $202,318-90.9% | $172,739-89.3% | $152,861-87.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.29% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $4,730 | $5,856-19.2% | $5,143-8.0% | $4,762-0.7% |
| Participant deferral / active EE | $1,609 | $5,948-73.0% | $5,198-69.0% | $5,850-72.5% |
| Admin fee / account holder | $819 | $17,109-95.2% | $13,954-94.1% | $11,596-92.9% |