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 7-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 | $7,459 | $106,515-93.0% | $96,683-92.3% | $139,434-94.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 74.71% | 38.43%+36.3pp | 35.69%+39.0pp | 372.94%-298.2pp |
| Employer contribution / active EE | $1,025 | $4,103-75.0% | $3,737-72.6% | $4,751-78.4% |
| Participant deferral / active EE | $791 | $5,454-85.5% | $4,878-83.8% | $6,710-88.2% |
| Admin fee / account holder | $1,413 | $7,877-82.1% | $6,730-79.0% | $11,403-87.6% |