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 | $2,429 | $80,717-97.0% | $154,803-98.4% | $84,808-97.1% |
| Participation rate | 79.5% | 66.8%+12.7pp | 78.1%+1.4pp | 68.3%+11.2pp |
| Annual return | 16.71% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $645 | $2,761-76.6% | $4,305-85.0% | $2,631-75.5% |
| Participant deferral / active EE | $663 | $3,303-79.9% | $5,540-88.0% | $4,212-84.3% |
| Admin fee / account holder | $1,317 | $6,746-80.5% | $14,329-90.8% | $7,344-82.1% |