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 3-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 | $2,168 | $48,795-95.6% | $65,493-96.7% | $84,808-97.4% |
| Participation rate | 78.6% | 67.0%+11.6pp | 73.1%+5.5pp | 68.3%+10.3pp |
| Annual return | 27.80% | 20.20%+7.6pp | 982.45%-954.6pp | 40.90%-13.1pp |
| Employer contribution / active EE | $594 | $1,930-69.2% | $2,574-76.9% | $2,631-77.4% |
| Participant deferral / active EE | $757 | $2,928-74.2% | $3,961-80.9% | $4,212-82.0% |
| Admin fee / account holder | $403 | $3,877-89.6% | $5,028-92.0% | $7,344-94.5% |