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 | $7,243 | $98,750-92.7% | $149,696-95.2% | $79,858-90.9% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.5%-6.4pp | 69.6%+6.5pp |
| Annual return | 21.73% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,009 | $3,216-68.6% | $4,644-78.3% | $2,471-59.2% |
| Participant deferral / active EE | $1,496 | $5,680-73.7% | $6,842-78.1% | $3,740-60.0% |
| Admin fee / account holder | $397 | $6,053-93.4% | $9,309-95.7% | $5,306-92.5% |