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 5-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 | $8,534 | $93,571-90.9% | $135,903-93.7% | $75,163-88.6% |
| Participation rate | 92.5% | 75.2%+17.4pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 27.85% | 30.90%-3.1pp | 68.23%-40.4pp | 160.62%-132.8pp |
| Employer contribution / active EE | $1,261 | $3,537-64.3% | $4,856-74.0% | $2,670-52.8% |
| Participant deferral / active EE | $1,650 | $6,404-74.2% | $7,758-78.7% | $4,125-60.0% |
| Admin fee / account holder | $549 | $6,975-92.1% | $10,762-94.9% | $5,651-90.3% |