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 | $13,349 | $77,314-82.7% | $177,989-92.5% | $80,856-83.5% |
| Participation rate | 70.4% | 65.7%+4.7pp | 77.1%-6.7pp | 67.6%+2.7pp |
| Annual return | 11.70% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $751 | $2,292-67.2% | $3,949-81.0% | $2,755-72.7% |
| Participant deferral / active EE | $992 | $4,411-77.5% | $6,276-84.2% | $4,296-76.9% |
| Admin fee / account holder | $347 | $7,191-95.2% | $10,363-96.7% | $6,918-95.0% |