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 | $19,276 | $244,740-92.1% | $206,214-90.7% | $357,791-94.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.4%-7.4pp | 85.6%-10.6pp |
| Annual return | 9.32% | -3.72%+13.0pp | -1.60%+10.9pp | 396.79%-387.5pp |
| Employer contribution / active EE | $0 | $7,019-100.0% | $5,967-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $1,665 | $4,983-66.6% | $4,649-64.2% | $5,521-69.8% |
| Admin fee / account holder | $10,684 | $15,419-30.7% | $13,671-21.9% | $28,387-62.4% |