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 6-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 | $8,889 | $209,411-95.8% | $178,490-95.0% | $158,922-94.4% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 11.85% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,261 | $5,706-77.9% | $5,011-74.8% | $4,761-73.5% |
| Participant deferral / active EE | $1,629 | $5,954-72.6% | $5,202-68.7% | $5,982-72.8% |
| Admin fee / account holder | $2,349 | $17,074-86.2% | $13,984-83.2% | $11,246-79.1% |