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 | $15,343 | $78,422-80.4% | $95,952-84.0% | $79,858-80.8% |
| Participation rate | 78.7% | 73.5%+5.2pp | 77.1%+1.6pp | 69.6%+9.1pp |
| Annual return | 15.66% | 19.37%-3.7pp | 91.61%-75.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $985 | $1,945-49.4% | $2,541-61.2% | $2,471-60.1% |
| Participant deferral / active EE | $1,170 | $3,440-66.0% | $4,167-71.9% | $3,740-68.7% |
| Admin fee / account holder | $2,513 | $5,622-55.3% | $6,795-63.0% | $5,306-52.6% |