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 | $6,696 | $185,822-96.4% | $169,993-96.1% | $139,434-95.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.59% | 60.50%-37.9pp | 53.37%-30.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,486 | $7,590-80.4% | $6,785-78.1% | $4,751-68.7% |
| Participant deferral / active EE | $1,835 | $11,622-84.2% | $10,408-82.4% | $6,710-72.6% |
| Admin fee / account holder | $2,015 | $15,381-86.9% | $12,815-84.3% | $11,403-82.3% |