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 | $3,466 | $77,419-95.5% | $69,455-95.0% | $152,861-97.7% |
| Participation rate | 73.7% | 78.1%-4.4pp | 74.6%-0.9pp | 82.4%-8.8pp |
| Annual return | 20.44% | 39.06%-18.6pp | 28.97%-8.5pp | 345.32%-324.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $575 | $4,414-87.0% | $3,535-83.7% | $5,850-90.2% |
| Admin fee / account holder | $418 | $6,207-93.3% | $3,839-89.1% | $11,596-96.4% |