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 5-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 | $12,372 | $177,572-93.0% | $154,803-92.0% | $142,382-91.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.82% | 65.07%-43.2pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,126 | $4,810-76.6% | $4,305-73.8% | $4,299-73.8% |
| Participant deferral / active EE | $1,589 | $6,272-74.7% | $5,540-71.3% | $6,507-75.6% |
| Admin fee / account holder | $525 | $16,786-96.9% | $14,329-96.3% | $12,624-95.8% |