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 | $17,079 | $78,672-78.3% | $109,143-84.4% | $85,850-80.1% |
| Participation rate | 94.5% | 68.3%+26.3pp | 75.9%+18.7pp | 69.3%+25.2pp |
| Annual return | 15.93% | 25.09%-9.2pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,254 | $2,735+55.6% | $3,722+14.3% | $2,565+65.9% |
| Participant deferral / active EE | $727 | $3,467-79.0% | $4,653-84.4% | $3,952-81.6% |
| Admin fee / account holder | $3,220 | $5,469-41.1% | $6,752-52.3% | $6,260-48.6% |