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 | $4,333 | $105,126-95.9% | $94,646-95.4% | $139,434-96.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 25.80% | 38.03%-12.2pp | 156.71%-130.9pp | 372.94%-347.1pp |
| Employer contribution / active EE | $911 | $4,106-77.8% | $3,672-75.2% | $4,751-80.8% |
| Participant deferral / active EE | $1,108 | $7,599-85.4% | $7,418-85.1% | $6,710-83.5% |
| Admin fee / account holder | $1,135 | $8,984-87.4% | $7,231-84.3% | $11,403-90.0% |