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 | $25,959 | $109,413-76.3% | $156,263-83.4% | $84,808-69.4% |
| Participation rate | 79.2% | 72.7%+6.5pp | 78.9%+0.3pp | 68.3%+10.9pp |
| Annual return | 13.30% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,963 | $2,907-32.5% | $4,333-54.7% | $2,631-25.4% |
| Participant deferral / active EE | $994 | $4,590-78.3% | $6,158-83.9% | $4,212-76.4% |
| Admin fee / account holder | $1,658 | $9,357-82.3% | $14,255-88.4% | $7,344-77.4% |