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 | $10,268 | $95,803-89.3% | $113,168-90.9% | $84,808-87.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.93% | 25.00%-7.1pp | 24.27%-6.3pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,694 | $2,360+14.2% | $2,975-9.4% | $2,631+2.4% |
| Participant deferral / active EE | $1,735 | $4,242-59.1% | $5,107-66.0% | $4,212-58.8% |
| Admin fee / account holder | $913 | $8,989-89.8% | $12,068-92.4% | $7,344-87.6% |