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 4-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 | $10,461 | $89,753-88.3% | $107,525-90.3% | $84,808-87.7% |
| Participation rate | 85.0% | 68.1%+16.9pp | 75.1%+9.9pp | 68.3%+16.7pp |
| Annual return | 18.69% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,116 | $3,113-64.2% | $3,754-70.3% | $2,631-57.6% |
| Participant deferral / active EE | $1,570 | $4,056-61.3% | $5,116-69.3% | $4,212-62.7% |
| Admin fee / account holder | $1,155 | $7,222-84.0% | $8,919-87.0% | $7,344-84.3% |