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 | $25,292 | $209,411-87.9% | $178,490-85.8% | $158,922-84.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 19.79% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,173 | $5,706-61.9% | $5,011-56.6% | $4,761-54.4% |
| Participant deferral / active EE | $1,775 | $5,954-70.2% | $5,202-65.9% | $5,982-70.3% |
| Admin fee / account holder | $1,791 | $17,074-89.5% | $13,984-87.2% | $11,246-84.1% |