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 | $23,086 | $72,492-68.2% | $87,100-73.5% | $72,985-68.4% |
| Participation rate | 80.6% | 72.8%+7.7pp | 76.9%+3.7pp | 69.5%+11.1pp |
| Annual return | 19.33% | 24.46%-5.1pp | 28.19%-8.9pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,049 | $1,894-44.6% | $2,521-58.4% | $2,440-57.0% |
| Participant deferral / active EE | $1,452 | $3,270-55.6% | $4,049-64.1% | $3,607-59.8% |
| Admin fee / account holder | $1,352 | $5,055-73.3% | $7,497-82.0% | $5,124-73.6% |