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 4-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 | $15,590 | $68,346-77.2% | $94,646-83.5% | $75,163-79.3% |
| Participation rate | 77.5% | 76.1%+1.4pp | 80.8%-3.3pp | 67.2%+10.3pp |
| Annual return | 46.88% | 616.93%-570.0pp | 156.71%-109.8pp | 160.62%-113.7pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,621 | $6,537+62.5% | $7,418+43.2% | $4,125+157.5% |
| Admin fee / account holder | $967 | $5,326-81.8% | $7,231-86.6% | $5,651-82.9% |