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 | $7,112 | $96,965-92.7% | $97,995-92.7% | $147,584-95.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 19.01% | 24.11%-5.1pp | 23.94%-4.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,948 | $4,536-57.1% | $4,158-53.1% | $4,876-60.0% |
| Participant deferral / active EE | $962 | $5,081-81.1% | $5,097-81.1% | $5,439-82.3% |
| Admin fee / account holder | $1,497 | $8,120-81.6% | $5,943-74.8% | $10,885-86.2% |