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 8-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.
Employer 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 | $18,247 | $183,963-90.1% | $162,163-88.7% | $152,861-88.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 34.04% | 150.76%-116.7pp | 115.59%-81.6pp | 345.32%-311.3pp |
| Employer contribution / active EE | $1,298 | $6,371-79.6% | $5,614-76.9% | $4,762-72.7% |
| Participant deferral / active EE | $5,104 | $8,034-36.5% | $7,298-30.1% | $5,850-12.8% |
| Admin fee / account holder | $2,082 | $13,121-84.1% | $10,843-80.8% | $11,596-82.0% |