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 | $16,904 | $109,881-84.6% | $150,045-88.7% | $84,808-80.1% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 18.34% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,230 | $3,561-65.5% | $4,693-73.8% | $2,631-53.2% |
| Participant deferral / active EE | $2,303 | $6,636-65.3% | $7,997-71.2% | $4,212-45.3% |
| Admin fee / account holder | $952 | $8,568-88.9% | $13,435-92.9% | $7,344-87.0% |