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 | $10,882 | $48,570-77.6% | $130,648-91.7% | $72,985-85.1% |
| Participation rate | 72.5% | 58.6%+13.9pp | 71.7%+0.8pp | 69.5%+3.0pp |
| Annual return | 23.48% | 38.63%-15.1pp | 1708.96%-1685.5pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $333 | $2,384-86.0% | $3,603-90.7% | $3,607-90.8% |
| Admin fee / account holder | $528 | $3,549-85.1% | $5,464-90.3% | $5,124-89.7% |