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 4-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 | $13,452 | $214,378-93.7% | $200,582-93.3% | $142,382-90.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.98% | 46.41%-31.4pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,925 | $6,841-71.9% | $6,419-70.0% | $4,299-55.2% |
| Participant deferral / active EE | $2,836 | $9,865-71.3% | $9,331-69.6% | $6,507-56.4% |
| Admin fee / account holder | $526 | $17,692-97.0% | $16,305-96.8% | $12,624-95.8% |