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 | $12,902 | $86,929-85.2% | $102,423-87.4% | $80,856-84.0% |
| Participation rate | 83.6% | 72.4%+11.2pp | 76.5%+7.1pp | 67.6%+16.0pp |
| Annual return | 17.00% | 18.88%-1.9pp | 29.32%-12.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,182 | $2,369-50.1% | $3,023-60.9% | $2,755-57.1% |
| Participant deferral / active EE | $1,670 | $4,118-59.5% | $5,053-67.0% | $4,296-61.1% |
| Admin fee / account holder | $363 | $8,049-95.5% | $9,451-96.2% | $6,918-94.8% |