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 | $19,909 | $76,367-73.9% | $93,606-78.7% | $72,985-72.7% |
| Participation rate | 82.0% | 71.7%+10.3pp | 75.8%+6.2pp | 69.5%+12.5pp |
| Annual return | 20.38% | 25.82%-5.4pp | 32.76%-12.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $768 | $3,538-78.3% | $4,069-81.1% | $3,607-78.7% |
| Admin fee / account holder | $1,615 | $6,838-76.4% | $7,888-79.5% | $5,124-68.5% |