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 | $7,362 | $165,984-95.6% | $164,813-95.5% | $145,922-95.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 9.16% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,315 | $5,273-75.1% | $4,341-69.7% | $4,660-71.8% |
| Participant deferral / active EE | $1,997 | $6,959-71.3% | $6,031-66.9% | $6,688-70.1% |
| Admin fee / account holder | $911 | $16,648-94.5% | $12,690-92.8% | $13,397-93.2% |