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 4-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 | $15,007 | $89,753-83.3% | $107,525-86.0% | $84,808-82.3% |
| Participation rate | 97.8% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.5pp |
| Annual return | 31.66% | 29.48%+2.2pp | 181.32%-149.7pp | 40.90%-9.2pp |
| Employer contribution / active EE | $4,425 | $3,113+42.1% | $3,754+17.9% | $2,631+68.2% |
| Participant deferral / active EE | $1,606 | $4,056-60.4% | $5,116-68.6% | $4,212-61.9% |
| Admin fee / account holder | $525 | $7,222-92.7% | $8,919-94.1% | $7,344-92.9% |