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 | $14,647 | $86,929-83.2% | $102,423-85.7% | $80,856-81.9% |
| Participation rate | 85.4% | 72.4%+13.0pp | 76.5%+8.9pp | 67.6%+17.8pp |
| Annual return | 23.90% | 18.88%+5.0pp | 29.32%-5.4pp | 35.59%-11.7pp |
| Employer contribution / active EE | $726 | $2,369-69.3% | $3,023-76.0% | $2,755-73.6% |
| Participant deferral / active EE | $914 | $4,118-77.8% | $5,053-81.9% | $4,296-78.7% |
| Admin fee / account holder | $1,405 | $8,049-82.5% | $9,451-85.1% | $6,918-79.7% |