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 | $8,501 | $81,460-89.6% | $103,333-91.8% | $80,856-89.5% |
| Participation rate | 88.4% | 66.8%+21.5pp | 74.5%+13.9pp | 67.6%+20.7pp |
| Annual return | 15.78% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,335 | $3,105-57.0% | $3,868-65.5% | $2,755-51.5% |
| Participant deferral / active EE | $1,376 | $3,869-64.4% | $5,057-72.8% | $4,296-68.0% |
| Admin fee / account holder | $929 | $6,566-85.8% | $8,355-88.9% | $6,918-86.6% |