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 9-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 | $22,506 | $95,803-76.5% | $113,168-80.1% | $84,808-73.5% |
| Participation rate | 72.0% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.7pp |
| Annual return | 16.03% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.9pp |
| Employer contribution / active EE | $6,660 | $2,360+182.2% | $2,975+123.8% | $2,631+153.1% |
| Participant deferral / active EE | $884 | $4,242-79.2% | $5,107-82.7% | $4,212-79.0% |
| Admin fee / account holder | $1,891 | $8,989-79.0% | $12,068-84.3% | $7,344-74.3% |