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 4-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 | $1,953 | $295,684-99.3% | $154,803-98.7% | - |
| Participation rate | 88.9% | 53.1%+35.8pp | 78.1%+10.8pp | - |
| Annual return | 20.17% | 11.49%+8.7pp | 58.88%-38.7pp | - |
| Employer contribution / active EE | $0 | $1,145-100.0% | $4,305-100.0% | - |
| Participant deferral / active EE | $838 | $2,052-59.1% | $5,540-84.9% | - |
| Admin fee / account holder | $332 | $60,072-99.4% | $14,329-97.7% | - |