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 | $9,309 | $67,606-86.2% | $82,313-88.7% | $70,131-86.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.33% | 21.57%-2.2pp | 25.88%-6.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,009 | $1,755-42.5% | $2,428-58.4% | $2,342-56.9% |
| Participant deferral / active EE | $1,185 | $2,987-60.3% | $3,706-68.0% | $3,332-64.4% |
| Admin fee / account holder | $817 | $4,512-81.9% | $5,608-85.4% | $4,645-82.4% |