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 | $8,971 | $152,587-94.1% | $125,175-92.8% | $152,861-94.1% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 21.63% | 54.84%-33.2pp | 43.79%-22.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,303 | $4,946-73.7% | $3,865-66.3% | $4,762-72.6% |
| Participant deferral / active EE | $1,591 | $5,868-72.9% | $4,937-67.8% | $5,850-72.8% |
| Admin fee / account holder | $307 | $13,434-97.7% | $9,702-96.8% | $11,596-97.4% |