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 | $3,436 | $68,719-95.0% | $91,541-96.2% | $84,808-95.9% |
| Participation rate | 72.9% | 64.5%+8.4pp | 69.8%+3.1pp | 68.3%+4.5pp |
| Annual return | 22.76% | 19.12%+3.6pp | 20.50%+2.3pp | 40.90%-18.1pp |
| Employer contribution / active EE | $576 | $1,920-70.0% | $2,505-77.0% | $2,631-78.1% |
| Participant deferral / active EE | $982 | $3,136-68.7% | $4,008-75.5% | $4,212-76.7% |
| Admin fee / account holder | $1,032 | $5,786-82.2% | $6,956-85.2% | $7,344-85.9% |