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 | $6,009 | $89,355-93.3% | $141,162-95.7% | $72,985-91.8% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 22.74% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,029 | $3,114-66.9% | $4,735-78.3% | $2,440-57.8% |
| Participant deferral / active EE | $1,755 | $5,418-67.6% | $6,709-73.8% | $3,607-51.3% |
| Admin fee / account holder | $1,408 | $5,958-76.4% | $10,261-86.3% | $5,124-72.5% |