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 3-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 | $2,924 | $70,756-95.9% | $65,493-95.5% | $142,382-97.9% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 14.03% | 1754.89%-1740.9pp | 982.45%-968.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $515 | $2,881-82.1% | $2,574-80.0% | $4,299-88.0% |
| Participant deferral / active EE | $799 | $4,637-82.8% | $3,961-79.8% | $6,507-87.7% |
| Admin fee / account holder | $836 | $6,559-87.3% | $5,028-83.4% | $12,624-93.4% |