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 | $13,356 | $69,977-80.9% | $108,579-87.7% | $62,891-78.8% |
| Participation rate | 78.4% | 72.9%+5.5pp | 79.6%-1.2pp | 69.3%+9.1pp |
| Annual return | 10.54% | 10.73%-0.2pp | -51.70%+62.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $533 | $2,135-75.0% | $3,758-85.8% | $2,281-76.6% |
| Participant deferral / active EE | $1,255 | $3,165-60.4% | $4,311-70.9% | $3,203-60.8% |
| Admin fee / account holder | $572 | $5,076-88.7% | $7,645-92.5% | $4,296-86.7% |