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 | $12,848 | $109,881-88.3% | $150,045-91.4% | $84,808-84.9% |
| Participation rate | 78.0% | 76.1%+2.0pp | 82.3%-4.3pp | 68.3%+9.7pp |
| Annual return | 16.84% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,221 | $3,561-65.7% | $4,693-74.0% | $2,631-53.6% |
| Participant deferral / active EE | $1,782 | $6,636-73.1% | $7,997-77.7% | $4,212-57.7% |
| Admin fee / account holder | $4,141 | $8,568-51.7% | $13,435-69.2% | $7,344-43.6% |