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 | $4,191 | $94,625-95.6% | $116,228-96.4% | $84,808-95.1% |
| Participation rate | 84.0% | 70.4%+13.6pp | 74.6%+9.4pp | 68.3%+15.7pp |
| Annual return | 27.74% | 20.40%+7.3pp | 90.06%-62.3pp | 40.90%-13.2pp |
| Employer contribution / active EE | $1,001 | $2,347-57.3% | $2,994-66.6% | $2,631-62.0% |
| Participant deferral / active EE | $1,074 | $3,972-73.0% | $4,953-78.3% | $4,212-74.5% |
| Admin fee / account holder | $307 | $10,091-97.0% | $11,989-97.4% | $7,344-95.8% |