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 | $20,418 | $86,655-76.4% | $119,609-82.9% | $66,914-69.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -14.99% | -8.00%-7.0pp | -14.97%0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,412 | $2,536-4.9% | $4,232-43.0% | $2,544-5.2% |
| Participant deferral / active EE | $2,066 | $4,358-52.6% | $5,602-63.1% | $4,237-51.2% |
| Admin fee / account holder | $2,372 | $755+214.3% | $10,323-77.0% | $593+299.8% |