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 | $21,143 | $95,803-77.9% | $113,168-81.3% | $84,808-75.1% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.2pp |
| Annual return | 13.43% | 25.00%-11.6pp | 24.27%-10.8pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,341 | $2,360-43.2% | $2,975-54.9% | $2,631-49.0% |
| Participant deferral / active EE | $1,370 | $4,242-67.7% | $5,107-73.2% | $4,212-67.5% |
| Admin fee / account holder | $4,408 | $8,989-51.0% | $12,068-63.5% | $7,344-40.0% |