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 7-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 | $7,848 | $209,411-96.3% | $178,490-95.6% | $158,922-95.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 25.12% | 188.75%-163.6pp | 151.07%-125.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,384 | $5,706-75.7% | $5,011-72.4% | $4,761-70.9% |
| Participant deferral / active EE | $1,313 | $5,954-77.9% | $5,202-74.8% | $5,982-78.0% |
| Admin fee / account holder | $723 | $17,074-95.8% | $13,984-94.8% | $11,246-93.6% |