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 | $10,102 | $98,750-89.8% | $149,696-93.3% | $79,858-87.3% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.6%+14.4pp |
| Annual return | 29.56% | 27.43%+2.1pp | 276.60%-247.0pp | 31.71%-2.2pp |
| Employer contribution / active EE | $861 | $3,216-73.2% | $4,644-81.5% | $2,471-65.1% |
| Participant deferral / active EE | $1,916 | $5,680-66.3% | $6,842-72.0% | $3,740-48.8% |
| Admin fee / account holder | $426 | $6,053-93.0% | $9,309-95.4% | $5,306-92.0% |