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 | $16,262 | $159,602-89.8% | $150,045-89.2% | $142,382-88.6% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 209.96% | 70.24%+139.7pp | 62.55%+147.4pp | 217.08%-7.1pp |
| Employer contribution / active EE | $1,390 | $4,961-72.0% | $4,693-70.4% | $4,299-67.7% |
| Participant deferral / active EE | $2,135 | $8,310-74.3% | $7,997-73.3% | $6,507-67.2% |
| Admin fee / account holder | $636 | $14,846-95.7% | $13,435-95.3% | $12,624-95.0% |