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 | $24,782 | $78,705-68.5% | $117,854-79.0% | $70,131-64.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.34% | 23.30%-10.0pp | 335.08%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,567 | $2,223-29.5% | $3,786-58.6% | $2,342-33.1% |
| Participant deferral / active EE | $1,481 | $3,297-55.1% | $4,482-66.9% | $3,332-55.5% |
| Admin fee / account holder | $2,224 | $5,065-56.1% | $8,020-72.3% | $4,645-52.1% |