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 | $24,082 | $214,378-88.8% | $200,582-88.0% | $142,382-83.1% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 20.15% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,956 | $6,841-71.4% | $6,419-69.5% | $4,299-54.5% |
| Participant deferral / active EE | $1,969 | $9,865-80.0% | $9,331-78.9% | $6,507-69.7% |
| Admin fee / account holder | $1,318 | $17,692-92.5% | $16,305-91.9% | $12,624-89.6% |