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 | $14,764 | $64,707-77.2% | $112,228-86.8% | $68,494-78.4% |
| Participation rate | 80.3% | 67.2%+13.2pp | 75.1%+5.3pp | 67.9%+12.4pp |
| Annual return | -17.51% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,337 | $2,746+21.5% | $3,635-8.2% | $2,596+28.5% |
| Participant deferral / active EE | $744 | $3,565-79.1% | $4,728-84.3% | $4,027-81.5% |
| Admin fee / account holder | $2,531 | $5,232-51.6% | $6,410-60.5% | $5,403-53.2% |