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 3-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 | $1,967 | $109,881-98.2% | $150,045-98.7% | $84,808-97.7% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-2.0pp | 68.3%+12.0pp |
| Annual return | 24.12% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,077 | $6,636-83.8% | $7,997-86.5% | $4,212-74.4% |
| Admin fee / account holder | $365 | $8,568-95.7% | $13,435-97.3% | $7,344-95.0% |