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 8-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 | $5,293 | $65,365-91.9% | $92,893-94.3% | $72,985-92.7% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.0%+21.8pp | 69.5%+28.3pp |
| Annual return | 29.76% | 42.10%-12.3pp | 109.41%-79.7pp | 81.00%-51.2pp |
| Employer contribution / active EE | $6,171 | $2,594+137.9% | $3,653+68.9% | $2,440+152.9% |
| Participant deferral / active EE | $127 | $3,128-95.9% | $4,236-97.0% | $3,607-96.5% |
| Admin fee / account holder | $588 | $4,251-86.2% | $5,794-89.9% | $5,124-88.5% |