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 | $10,241 | $73,933-86.1% | $96,683-89.4% | $75,163-86.4% |
| Participation rate | 71.4% | 66.4%+5.0pp | 74.3%-2.9pp | 67.2%+4.2pp |
| Annual return | 17.49% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,656 | $2,928-43.4% | $3,737-55.7% | $2,670-38.0% |
| Participant deferral / active EE | $746 | $3,659-79.6% | $4,878-84.7% | $4,125-81.9% |
| Admin fee / account holder | $309 | $5,216-94.1% | $6,730-95.4% | $5,651-94.5% |