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 6-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 | $2,795 | $57,016-95.1% | $84,966-96.7% | $80,856-96.5% |
| Participation rate | 82.9% | 56.3%+26.5pp | 67.5%+15.4pp | 67.6%+15.2pp |
| Annual return | 13.62% | 21.66%-8.0pp | 66.38%-52.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $337 | $1,798-81.3% | $2,727-87.6% | $2,755-87.8% |
| Participant deferral / active EE | $705 | $3,110-77.3% | $4,519-84.4% | $4,296-83.6% |
| Admin fee / account holder | $548 | $4,980-89.0% | $6,149-91.1% | $6,918-92.1% |