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 | $73,563 | $297,529-75.3% | $246,525-70.2% | $357,791-79.4% |
| Participation rate | 75.0% | 86.5%-11.5pp | 82.0%-7.0pp | 85.6%-10.6pp |
| Annual return | 20.46% | -2.25%+22.7pp | 0.46%+20.0pp | 396.79%-376.3pp |
| Employer contribution / active EE | $0 | $8,709-100.0% | $7,467-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,978 | $6,076-51.0% | $5,422-45.1% | $5,521-46.1% |
| Admin fee / account holder | $22,089 | $16,212+36.3% | $16,551+33.5% | $28,387-22.2% |