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 10-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 | $20,308 | $78,672-74.2% | $109,143-81.4% | $85,850-76.3% |
| Participation rate | 79.4% | 68.3%+11.1pp | 75.9%+3.5pp | 69.3%+10.1pp |
| Annual return | 13.75% | 25.09%-11.3pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,446 | $2,735+26.0% | $3,722-7.4% | $2,565+34.3% |
| Participant deferral / active EE | $866 | $3,467-75.0% | $4,653-81.4% | $3,952-78.1% |
| Admin fee / account holder | $2,164 | $5,469-60.4% | $6,752-67.9% | $6,260-65.4% |