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 | $7,550 | $109,881-93.1% | $150,045-95.0% | $84,808-91.1% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 21.38% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,626 | $3,561-54.4% | $4,693-65.4% | $2,631-38.2% |
| Participant deferral / active EE | $2,415 | $6,636-63.6% | $7,997-69.8% | $4,212-42.6% |
| Admin fee / account holder | $540 | $8,568-93.7% | $13,435-96.0% | $7,344-92.7% |