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 6-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 | $14,495 | $124,281-88.3% | $109,143-86.7% | $167,490-91.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.16% | 26.04%-1.9pp | 25.75%-1.6pp | 478.56%-454.4pp |
| Employer contribution / active EE | $8,021 | $4,207+90.6% | $3,722+115.5% | $4,837+65.8% |
| Participant deferral / active EE | $703 | $5,255-86.6% | $4,653-84.9% | $6,341-88.9% |
| Admin fee / account holder | $1,259 | $7,970-84.2% | $6,752-81.4% | $12,309-89.8% |