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 | $1,820 | $74,888-97.6% | $71,209-97.4% | $142,382-98.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 23.97% | 345.14%-321.2pp | 282.51%-258.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $418 | $2,854-85.4% | $2,721-84.6% | $4,299-90.3% |
| Participant deferral / active EE | $455 | $4,454-89.8% | $4,175-89.1% | $6,507-93.0% |
| Admin fee / account holder | $358 | $5,568-93.6% | $5,349-93.3% | $12,624-97.2% |