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 | $7,317 | $115,882-93.7% | $100,516-92.7% | $158,922-95.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 31.26% | 34.79%-3.5pp | 30.89%+0.4pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,876 | $4,103-54.3% | $3,418-45.1% | $4,761-60.6% |
| Participant deferral / active EE | $1,967 | $6,674-70.5% | $6,270-68.6% | $5,982-67.1% |
| Admin fee / account holder | $2,399 | $10,995-78.2% | $8,081-70.3% | $11,246-78.7% |