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 8-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 | $12,011 | $70,475-83.0% | $100,516-88.1% | $79,858-85.0% |
| Participation rate | 85.3% | 73.7%+11.6pp | 79.4%+5.9pp | 69.6%+15.7pp |
| Annual return | 21.87% | 21.90%0pp | 30.89%-9.0pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,624 | $2,165-25.0% | $3,418-52.5% | $2,471-34.3% |
| Participant deferral / active EE | $1,858 | $5,181-64.1% | $6,270-70.4% | $3,740-50.3% |
| Admin fee / account holder | $514 | $4,478-88.5% | $8,081-93.6% | $5,306-90.3% |