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 | $12,433 | $209,411-94.1% | $178,490-93.0% | $158,922-92.2% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 17.86% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,295 | $5,706-77.3% | $5,011-74.2% | $4,761-72.8% |
| Participant deferral / active EE | $1,748 | $5,954-70.6% | $5,202-66.4% | $5,982-70.8% |
| Admin fee / account holder | $3,742 | $17,074-78.1% | $13,984-73.2% | $11,246-66.7% |