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 5-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 | $10,885 | $109,881-90.1% | $150,045-92.7% | $84,808-87.2% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 23.31% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,146 | $3,561-67.8% | $4,693-75.6% | $2,631-56.5% |
| Participant deferral / active EE | $2,188 | $6,636-67.0% | $7,997-72.6% | $4,212-48.1% |
| Admin fee / account holder | $434 | $8,568-94.9% | $13,435-96.8% | $7,344-94.1% |