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 7-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 | $13,326 | $94,625-85.9% | $116,228-88.5% | $84,808-84.3% |
| Participation rate | 70.5% | 70.4%0pp | 74.6%-4.1pp | 68.3%+2.1pp |
| Annual return | 20.54% | 20.40%+0.1pp | 90.06%-69.5pp | 40.90%-20.4pp |
| Employer contribution / active EE | $734 | $2,347-68.7% | $2,994-75.5% | $2,631-72.1% |
| Participant deferral / active EE | $1,532 | $3,972-61.4% | $4,953-69.1% | $4,212-63.6% |
| Admin fee / account holder | $848 | $10,091-91.6% | $11,989-92.9% | $7,344-88.4% |