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 5-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 | $11,382 | $133,922-91.5% | $116,228-90.2% | $142,382-92.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.22% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,172 | $3,446+50.1% | $2,994+72.7% | $4,299+20.3% |
| Participant deferral / active EE | $1,511 | $5,672-73.4% | $4,953-69.5% | $6,507-76.8% |
| Admin fee / account holder | $602 | $14,945-96.0% | $11,989-95.0% | $12,624-95.2% |