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 7-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 | $19,877 | $123,793-83.9% | $177,821-88.8% | $79,858-75.1% |
| Participation rate | 77.8% | 84.7%-6.9pp | 87.7%-9.9pp | 69.6%+8.1pp |
| Annual return | 19.73% | 22.82%-3.1pp | 48.32%-28.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,879 | $4,095-54.1% | $5,918-68.2% | $2,471-23.9% |
| Participant deferral / active EE | $2,373 | $5,956-60.2% | $7,714-69.2% | $3,740-36.5% |
| Admin fee / account holder | $518 | $7,243-92.8% | $12,427-95.8% | $5,306-90.2% |