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 | $13,626 | $65,365-79.2% | $92,893-85.3% | $72,985-81.3% |
| Participation rate | 73.8% | 68.3%+5.5pp | 76.0%-2.2pp | 69.5%+4.3pp |
| Annual return | 19.35% | 42.10%-22.8pp | 109.41%-90.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $4,516 | $2,594+74.1% | $3,653+23.6% | $2,440+85.1% |
| Participant deferral / active EE | $971 | $3,128-69.0% | $4,236-77.1% | $3,607-73.1% |
| Admin fee / account holder | $2,578 | $4,251-39.4% | $5,794-55.5% | $5,124-49.7% |