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.
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 | $5,969 | $74,927-92.0% | $101,794-94.1% | $84,808-93.0% |
| Participation rate | 75.5% | 61.4%+14.1pp | 69.2%+6.3pp | 68.3%+7.2pp |
| Annual return | 21.88% | 18.70%+3.2pp | 30.53%-8.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $528 | $1,522-65.3% | $2,289-76.9% | $2,631-79.9% |
| Participant deferral / active EE | $735 | $3,099-76.3% | $4,084-82.0% | $4,212-82.6% |
| Admin fee / account holder | $559 | $6,514-91.4% | $8,777-93.6% | $7,344-92.4% |