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 | $5,181 | $65,365-92.1% | $92,893-94.4% | $72,985-92.9% |
| Participation rate | 90.5% | 68.3%+22.2pp | 76.0%+14.5pp | 69.5%+21.0pp |
| Annual return | 18.15% | 42.10%-23.9pp | 109.41%-91.3pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,161 | $3,128-62.9% | $4,236-72.6% | $3,607-67.8% |
| Admin fee / account holder | $1,189 | $4,251-72.0% | $5,794-79.5% | $5,124-76.8% |