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 4-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 | $10,086 | $214,378-95.3% | $200,582-95.0% | $142,382-92.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.28% | 46.41%-25.1pp | 42.33%-21.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,489 | $6,841-78.2% | $6,419-76.8% | $4,299-65.4% |
| Participant deferral / active EE | $2,136 | $9,865-78.3% | $9,331-77.1% | $6,507-67.2% |
| Admin fee / account holder | $1,912 | $17,692-89.2% | $16,305-88.3% | $12,624-84.9% |