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 | $12,771 | $111,301-88.5% | $112,977-88.7% | $158,922-92.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 82.6%+9.1pp | 82.0%+9.7pp |
| Annual return | 13.57% | 26.40%-12.8pp | 24.24%-10.7pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,241 | $4,471-49.9% | $4,255-47.3% | $4,761-52.9% |
| Participant deferral / active EE | $1,483 | $5,880-74.8% | $5,836-74.6% | $5,982-75.2% |
| Admin fee / account holder | $1,912 | $8,392-77.2% | $6,294-69.6% | $11,246-83.0% |