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 | $7,036 | $108,919-93.5% | $100,391-93.0% | $145,922-95.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 17.63% | 57.88%-40.3pp | 49.20%-31.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $912 | $4,419-79.4% | $3,942-76.9% | $4,660-80.4% |
| Participant deferral / active EE | $1,085 | $8,445-87.2% | $8,082-86.6% | $6,688-83.8% |
| Admin fee / account holder | $1,503 | $9,689-84.5% | $7,899-81.0% | $13,397-88.8% |