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 | $23,498 | $87,870-73.3% | $113,168-79.2% | $74,304-68.4% |
| Participation rate | 85.1% | 70.7%+14.3pp | 76.6%+8.5pp | 60.3%+24.7pp |
| Annual return | 49.35% | 26.44%+22.9pp | 24.27%+25.1pp | 29.43%+19.9pp |
| Employer contribution / active EE | $715 | $2,277-68.6% | $2,975-76.0% | $2,241-68.1% |
| Participant deferral / active EE | $1,456 | $4,241-65.7% | $5,107-71.5% | $3,767-61.3% |
| Admin fee / account holder | $3,291 | $3,368-2.3% | $12,068-72.7% | $2,969+10.8% |