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 | $20,721 | $80,673-74.3% | $101,326-79.5% | $84,808-75.6% |
| Participation rate | 92.2% | 77.8%+14.4pp | 81.5%+10.7pp | 68.3%+23.9pp |
| Annual return | 17.17% | 38.95%-21.8pp | 36.82%-19.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,412 | $2,698-47.7% | $3,665-61.5% | $2,631-46.3% |
| Participant deferral / active EE | $2,121 | $6,840-69.0% | $7,994-73.5% | $4,212-49.6% |
| Admin fee / account holder | $1,293 | $12,784-89.9% | $11,185-88.4% | $7,344-82.4% |