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 | $9,333 | $148,978-93.7% | $200,582-95.3% | $84,808-89.0% |
| Participation rate | 79.5% | 84.2%-4.7pp | 86.9%-7.4pp | 68.3%+11.2pp |
| Annual return | 13.99% | 28.16%-14.2pp | 42.33%-28.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,306 | $7,142-81.7% | $9,331-86.0% | $4,212-69.0% |
| Admin fee / account holder | $389 | $13,977-97.2% | $16,305-97.6% | $7,344-94.7% |