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 8-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 | $10,750 | $89,355-88.0% | $141,162-92.4% | $72,985-85.3% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 51.70% | 111.85%-60.1pp | 71.39%-19.7pp | 81.00%-29.3pp |
| Employer contribution / active EE | $1,160 | $3,114-62.8% | $4,735-75.5% | $2,440-52.5% |
| Participant deferral / active EE | $1,769 | $5,418-67.4% | $6,709-73.6% | $3,607-51.0% |
| Admin fee / account holder | $620 | $5,958-89.6% | $10,261-94.0% | $5,124-87.9% |