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 | $7,494 | $202,432-96.3% | $169,368-95.6% | $139,434-94.6% |
| Participation rate | 76.5% | 81.1%-4.6pp | 77.1%-0.7pp | 80.3%-3.8pp |
| Annual return | 10.07% | 531.74%-521.7pp | 405.60%-395.5pp | 372.94%-362.9pp |
| Employer contribution / active EE | $637 | $4,692-86.4% | $4,013-84.1% | $4,751-86.6% |
| Participant deferral / active EE | $1,194 | $6,938-82.8% | $6,221-80.8% | $6,710-82.2% |
| Admin fee / account holder | $1,354 | $10,708-87.4% | $9,003-85.0% | $11,403-88.1% |