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 | $24,357 | $94,625-74.3% | $116,228-79.0% | $84,808-71.3% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.6%+2.4pp | 68.3%+8.6pp |
| Annual return | 22.16% | 20.40%+1.8pp | 90.06%-67.9pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,149 | $2,347-8.4% | $2,994-28.2% | $2,631-18.3% |
| Participant deferral / active EE | $1,117 | $3,972-71.9% | $4,953-77.4% | $4,212-73.5% |
| Admin fee / account holder | $1,429 | $10,091-85.8% | $11,989-88.1% | $7,344-80.5% |