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.
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 | $27,213 | $180,449-84.9% | $154,107-82.3% | $135,375-79.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.77% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $983 | $6,035-83.7% | $5,298-81.4% | $4,779-79.4% |
| Participant deferral / active EE | $2,544 | $5,806-56.2% | $5,081-49.9% | $5,609-54.6% |
| Admin fee / account holder | $996 | $16,143-93.8% | $13,411-92.6% | $10,827-90.8% |