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 | $85,253 | $297,529-71.3% | $246,525-65.4% | $357,791-76.2% |
| Participation rate | 80.0% | 86.5%-6.5pp | 82.0%-2.0pp | 85.6%-5.6pp |
| Annual return | 8.22% | -2.25%+10.5pp | 0.46%+7.8pp | 396.79%-388.6pp |
| Employer contribution / active EE | $0 | $8,709-100.0% | $7,467-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $3,322 | $6,076-45.3% | $5,422-38.7% | $5,521-39.8% |
| Admin fee / account holder | $3,034 | $16,212-81.3% | $16,551-81.7% | $28,387-89.3% |