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 4-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 | $7,318 | $159,901-95.4% | $146,958-95.0% | $145,922-95.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.81% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,241 | $5,286-76.5% | $4,933-74.8% | $4,660-73.4% |
| Participant deferral / active EE | $1,610 | $8,428-80.9% | $8,070-80.0% | $6,688-75.9% |
| Admin fee / account holder | $525 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |