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 | $27,653 | $162,781-83.0% | $133,956-79.4% | $158,922-82.6% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 14.54% | 41.94%-27.4pp | 45.09%-30.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,221 | $4,975-75.5% | $3,919-68.8% | $4,761-74.3% |
| Participant deferral / active EE | $1,295 | $5,911-78.1% | $5,048-74.3% | $5,982-78.3% |
| Admin fee / account holder | $1,693 | $11,736-85.6% | $8,927-81.0% | $11,246-84.9% |