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 10-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 | $16,279 | $105,859-84.6% | $90,160-81.9% | $147,584-89.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.61% | 37.63%-27.0pp | 34.88%-24.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,469 | $4,126-64.4% | $3,318-55.7% | $4,876-69.9% |
| Participant deferral / active EE | $1,480 | $5,733-74.2% | $5,288-72.0% | $5,439-72.8% |
| Admin fee / account holder | $1,229 | $8,046-84.7% | $5,943-79.3% | $10,885-88.7% |