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 | $5,139 | $109,413-95.3% | $156,263-96.7% | $84,808-93.9% |
| Participation rate | 89.8% | 72.7%+17.1pp | 78.9%+10.9pp | 68.3%+21.5pp |
| Annual return | 25.74% | 20.18%+5.6pp | 59.47%-33.7pp | 40.90%-15.2pp |
| Employer contribution / active EE | $1,112 | $2,907-61.7% | $4,333-74.3% | $2,631-57.7% |
| Participant deferral / active EE | $1,455 | $4,590-68.3% | $6,158-76.4% | $4,212-65.5% |
| Admin fee / account holder | $841 | $9,357-91.0% | $14,255-94.1% | $7,344-88.5% |