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 3-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 | $14,166 | $183,519-92.3% | $155,509-90.9% | $145,922-90.3% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 43.02% | 61.17%-18.1pp | 64.67%-21.6pp | 561.29%-518.3pp |
| Employer contribution / active EE | $1,104 | $5,313-79.2% | $4,672-76.4% | $4,660-76.3% |
| Participant deferral / active EE | $1,787 | $6,462-72.3% | $5,626-68.2% | $6,688-73.3% |
| Admin fee / account holder | $500 | $19,313-97.4% | $15,912-96.9% | $13,397-96.3% |