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 | $65,007 | $369,484-82.4% | $303,047-78.5% | $357,791-81.8% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 11.72% | 0.42%+11.3pp | 2.47%+9.2pp | 396.79%-385.1pp |
| Employer contribution / active EE | $11,731 | $9,025+30.0% | $7,418+58.1% | $7,508+56.3% |
| Participant deferral / active EE | $5,745 | $5,439+5.6% | $5,070+13.3% | $5,521+4.1% |
| Admin fee / account holder | $5,028 | $49,137-89.8% | $39,333-87.2% | $28,387-82.3% |