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 | $24,474 | $95,803-74.5% | $113,168-78.4% | $84,808-71.1% |
| Participation rate | 77.1% | 72.9%+4.2pp | 76.6%+0.5pp | 68.3%+8.8pp |
| Annual return | 12.75% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,515 | $2,360-35.8% | $2,975-49.1% | $2,631-42.4% |
| Participant deferral / active EE | $1,653 | $4,242-61.0% | $5,107-67.6% | $4,212-60.8% |
| Admin fee / account holder | $4,631 | $8,989-48.5% | $12,068-61.6% | $7,344-36.9% |