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 | $3,512 | $93,571-96.2% | $135,903-97.4% | $75,163-95.3% |
| Participation rate | 74.2% | 75.2%-1.0pp | 81.9%-7.7pp | 67.2%+7.0pp |
| Annual return | 23.08% | 30.90%-7.8pp | 68.23%-45.1pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,221 | $3,537-65.5% | $4,856-74.9% | $2,670-54.3% |
| Participant deferral / active EE | $1,451 | $6,404-77.3% | $7,758-81.3% | $4,125-64.8% |
| Admin fee / account holder | $670 | $6,975-90.4% | $10,762-93.8% | $5,651-88.1% |