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 | $13,906 | $51,315-72.9% | $95,745-85.5% | $71,457-80.5% |
| Participation rate | 97.6% | 63.0%+34.5pp | 72.3%+25.3pp | 67.9%+29.6pp |
| Annual return | 26.19% | 25.26%+0.9pp | 28.35%-2.2pp | 28.85%-2.7pp |
| Employer contribution / active EE | $1,504 | $1,819-17.3% | $2,835-46.9% | $2,588-41.9% |
| Participant deferral / active EE | $1,204 | $3,358-64.2% | $4,245-71.6% | $4,289-71.9% |
| Admin fee / account holder | $499 | $1,137-56.1% | $5,678-91.2% | $1,587-68.6% |