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 | $23,559 | $167,484-85.9% | $151,611-84.5% | $134,475-82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.18% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,782 | $6,829-73.9% | $6,166-71.1% | $4,740-62.4% |
| Participant deferral / active EE | $2,799 | $8,986-68.9% | $8,363-66.5% | $6,400-56.3% |
| Admin fee / account holder | $314 | $13,783-97.7% | $11,616-97.3% | $11,426-97.3% |