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 3-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 | $9,662 | $179,726-94.6% | $156,263-93.8% | $142,382-93.2% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 25.12% | 77.86%-52.7pp | 59.47%-34.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,203 | $5,069-76.3% | $4,333-72.2% | $4,299-72.0% |
| Participant deferral / active EE | $1,752 | $6,956-74.8% | $6,158-71.5% | $6,507-73.1% |
| Admin fee / account holder | $1,170 | $17,272-93.2% | $14,255-91.8% | $12,624-90.7% |