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 5-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 | $6,378 | $101,724-93.7% | $164,813-96.1% | $80,856-92.1% |
| Participation rate | 87.2% | 71.8%+15.4pp | 78.6%+8.6pp | 67.6%+19.5pp |
| Annual return | 11.70% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $845 | $2,953-71.4% | $4,341-80.5% | $2,755-69.3% |
| Participant deferral / active EE | $1,841 | $4,477-58.9% | $6,031-69.5% | $4,296-57.1% |
| Admin fee / account holder | $1,102 | $8,227-86.6% | $12,690-91.3% | $6,918-84.1% |