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 9-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 | $8,486 | $108,919-92.2% | $100,391-91.5% | $145,922-94.2% |
| Participation rate | 77.8% | 82.9%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 11.30% | 57.88%-46.6pp | 49.20%-37.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $855 | $4,419-80.7% | $3,942-78.3% | $4,660-81.7% |
| Participant deferral / active EE | $1,204 | $8,445-85.7% | $8,082-85.1% | $6,688-82.0% |
| Admin fee / account holder | $1,323 | $9,689-86.3% | $7,899-83.3% | $13,397-90.1% |