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 | $3,508 | $60,892-94.2% | $82,389-95.7% | $84,808-95.9% |
| Participation rate | 74.2% | 63.3%+10.9pp | 69.5%+4.6pp | 68.3%+5.9pp |
| Annual return | 20.38% | 37.29%-16.9pp | 28.67%-8.3pp | 40.90%-20.5pp |
| Employer contribution / active EE | $580 | $1,779-67.4% | $2,517-76.9% | $2,631-77.9% |
| Participant deferral / active EE | $632 | $3,179-80.1% | $4,155-84.8% | $4,212-85.0% |
| Admin fee / account holder | $574 | $5,467-89.5% | $7,231-92.1% | $7,344-92.2% |