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 | $8,387 | $106,515-92.1% | $96,683-91.3% | $139,434-94.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.51% | 38.43%-17.9pp | 35.69%-15.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,090 | $4,103-24.7% | $3,737-17.3% | $4,751-35.0% |
| Participant deferral / active EE | $1,045 | $5,454-80.8% | $4,878-78.6% | $6,710-84.4% |
| Admin fee / account holder | $692 | $7,877-91.2% | $6,730-89.7% | $11,403-93.9% |