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 9-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 | $12,945 | $100,754-87.2% | $86,677-85.1% | $134,475-90.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.65% | 29.04%-47.7pp | 35.91%-54.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,772 | $3,489+36.8% | $2,836+68.3% | $4,740+0.7% |
| Participant deferral / active EE | $627 | $5,338-88.2% | $4,656-86.5% | $6,400-90.2% |
| Admin fee / account holder | $1,074 | $10,926-90.2% | $7,493-85.7% | $11,426-90.6% |