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 | $14,480 | $109,881-86.8% | $150,045-90.3% | $84,808-82.9% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 15.80% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $984 | $3,561-72.4% | $4,693-79.0% | $2,631-62.6% |
| Participant deferral / active EE | $2,442 | $6,636-63.2% | $7,997-69.5% | $4,212-42.0% |
| Admin fee / account holder | $432 | $8,568-95.0% | $13,435-96.8% | $7,344-94.1% |