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 | $14,811 | $84,556-82.5% | $116,228-87.3% | $74,304-80.1% |
| Participation rate | 76.2% | 66.0%+10.2pp | 74.6%+1.6pp | 60.3%+15.8pp |
| Annual return | 13.15% | 18.35%-5.2pp | 90.06%-76.9pp | 29.43%-16.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,102 | $3,814-71.1% | $4,953-77.7% | $3,767-70.7% |
| Admin fee / account holder | $390 | $3,792-89.7% | $11,989-96.7% | $2,969-86.8% |