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 | $22,526 | $152,587-85.2% | $125,175-82.0% | $152,861-85.3% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 16.01% | 54.84%-38.8pp | 43.79%-27.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,013 | $4,946-79.5% | $3,865-73.8% | $4,762-78.7% |
| Participant deferral / active EE | $1,477 | $5,868-74.8% | $4,937-70.1% | $5,850-74.7% |
| Admin fee / account holder | $2,966 | $13,434-77.9% | $9,702-69.4% | $11,596-74.4% |