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.
Employer 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 | $5,394 | $54,229-90.1% | $70,092-92.3% | $68,494-92.1% |
| Participation rate | 93.3% | 64.5%+28.8pp | 70.5%+22.9pp | 67.9%+25.4pp |
| Annual return | -7.39% | -13.87%+6.5pp | 190.73%-198.1pp | -7.84%+0.5pp |
| Employer contribution / active EE | $375 | $2,018-81.4% | $2,559-85.4% | $2,596-85.6% |
| Participant deferral / active EE | $2,630 | $2,956-11.0% | $3,849-31.7% | $4,027-34.7% |
| Admin fee / account holder | $453 | $4,694-90.4% | $6,267-92.8% | $5,403-91.6% |