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 8-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 | $3,804 | $217,402-98.3% | $185,823-98.0% | $167,490-97.7% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 10.07% | 148.36%-138.3pp | 122.05%-112.0pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,316 | $5,873-77.6% | $5,167-74.5% | $4,837-72.8% |
| Participant deferral / active EE | $1,959 | $6,356-69.2% | $5,568-64.8% | $6,341-69.1% |
| Admin fee / account holder | $533 | $19,811-97.3% | $16,237-96.7% | $12,309-95.7% |