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 7-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 | $16,989 | $89,753-81.1% | $107,525-84.2% | $84,808-80.0% |
| Participation rate | 78.7% | 68.1%+10.7pp | 75.1%+3.6pp | 68.3%+10.4pp |
| Annual return | 16.38% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,793 | $3,113-10.3% | $3,754-25.6% | $2,631+6.1% |
| Participant deferral / active EE | $1,204 | $4,056-70.3% | $5,116-76.5% | $4,212-71.4% |
| Admin fee / account holder | $315 | $7,222-95.6% | $8,919-96.5% | $7,344-95.7% |