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 | $7,826 | $112,881-93.1% | $90,951-91.4% | $158,922-95.1% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 15.91% | 215.79%-199.9pp | 134.60%-118.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $495 | $2,893-82.9% | $2,122-76.7% | $4,761-89.6% |
| Participant deferral / active EE | $869 | $4,128-78.9% | $3,373-74.2% | $5,982-85.5% |
| Admin fee / account holder | $302 | $8,041-96.2% | $5,959-94.9% | $11,246-97.3% |