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 | $22,269 | $155,788-85.7% | $124,672-82.1% | $167,490-86.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.44% | 17.97%-3.5pp | 5142.93%-5128.5pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,185 | $4,163-71.5% | $3,324-64.4% | $4,837-75.5% |
| Participant deferral / active EE | $416 | $5,673-92.7% | $4,614-91.0% | $6,341-93.4% |
| Admin fee / account holder | $693 | $9,531-92.7% | $7,493-90.7% | $12,309-94.4% |