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 3-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 | $7,042 | $159,602-95.6% | $150,045-95.3% | $142,382-95.1% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 21.68% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,129 | $4,961-77.2% | $4,693-75.9% | $4,299-73.7% |
| Participant deferral / active EE | $1,702 | $8,310-79.5% | $7,997-78.7% | $6,507-73.8% |
| Admin fee / account holder | $891 | $14,846-94.0% | $13,435-93.4% | $12,624-92.9% |