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 | $15,765 | $81,208-80.6% | $98,907-84.1% | $79,858-80.3% |
| Participation rate | 70.7% | 72.5%-1.8pp | 76.0%-5.3pp | 69.6%+1.1pp |
| Annual return | 17.07% | 60.99%-43.9pp | 196.43%-179.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,731 | $1,960+39.4% | $2,689+1.6% | $2,471+10.6% |
| Participant deferral / active EE | $1,014 | $3,265-68.9% | $4,244-76.1% | $3,740-72.9% |
| Admin fee / account holder | $774 | $6,013-87.1% | $6,642-88.3% | $5,306-85.4% |