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 | $65,706 | $369,484-82.2% | $303,047-78.3% | $357,791-81.6% |
| Participation rate | 72.7% | 90.0%-17.3pp | 87.1%-14.4pp | 85.6%-12.9pp |
| Annual return | 20.88% | 0.42%+20.5pp | 2.47%+18.4pp | 396.79%-375.9pp |
| Employer contribution / active EE | $0 | $9,025-100.0% | $7,418-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $1,012 | $5,439-81.4% | $5,070-80.0% | $5,521-81.7% |
| Admin fee / account holder | $8,328 | $49,137-83.1% | $39,333-78.8% | $28,387-70.7% |