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 | $6,519 | $109,881-94.1% | $150,045-95.7% | $84,808-92.3% |
| Participation rate | 92.6% | 76.1%+16.6pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 34.49% | 28.25%+6.2pp | 62.55%-28.1pp | 40.90%-6.4pp |
| Employer contribution / active EE | $1,729 | $3,561-51.4% | $4,693-63.2% | $2,631-34.3% |
| Participant deferral / active EE | $2,101 | $6,636-68.3% | $7,997-73.7% | $4,212-50.1% |
| Admin fee / account holder | $507 | $8,568-94.1% | $13,435-96.2% | $7,344-93.1% |