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 7-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 | $12,413 | $91,538-86.4% | $129,995-90.5% | $75,163-83.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.57% | -631.11%+645.7pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $595 | $2,845-79.1% | $4,320-86.2% | $2,670-77.7% |
| Participant deferral / active EE | $2,931 | $4,341-32.5% | $5,820-49.6% | $4,125-28.9% |
| Admin fee / account holder | $3,706 | $6,790-45.4% | $10,614-65.1% | $5,651-34.4% |