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 3-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 | $5,102 | $80,673-93.7% | $101,326-95.0% | $84,808-94.0% |
| Participation rate | 91.5% | 77.8%+13.7pp | 81.5%+10.0pp | 68.3%+23.2pp |
| Annual return | 35.19% | 38.95%-3.8pp | 36.82%-1.6pp | 40.90%-5.7pp |
| Employer contribution / active EE | $1,143 | $2,698-57.6% | $3,665-68.8% | $2,631-56.5% |
| Participant deferral / active EE | $1,648 | $6,840-75.9% | $7,994-79.4% | $4,212-60.9% |
| Admin fee / account holder | $1,527 | $12,784-88.1% | $11,185-86.3% | $7,344-79.2% |