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 | $102,697 | $297,529-65.5% | $246,525-58.3% | $357,791-71.3% |
| Participation rate | 83.3% | 86.5%-3.2pp | 82.0%+1.4pp | 85.6%-2.3pp |
| Annual return | 15.29% | -2.25%+17.5pp | 0.46%+14.8pp | 396.79%-381.5pp |
| Employer contribution / active EE | $21,063 | $8,709+141.8% | $7,467+182.1% | $7,508+180.6% |
| Participant deferral / active EE | $1,306 | $6,076-78.5% | $5,422-75.9% | $5,521-76.4% |
| Admin fee / account holder | $30,844 | $16,212+90.3% | $16,551+86.4% | $28,387+8.7% |