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 10-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 | $13,619 | $82,664-83.5% | $125,339-89.1% | $68,494-80.1% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -16.59% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,421 | $3,381-58.0% | $4,814-70.5% | $2,596-45.3% |
| Participant deferral / active EE | $2,326 | $6,110-61.9% | $7,446-68.8% | $4,027-42.2% |
| Admin fee / account holder | $559 | $6,275-91.1% | $10,010-94.4% | $5,403-89.7% |