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 | $18,550 | $62,586-70.4% | $76,768-75.8% | $64,186-71.1% |
| Participation rate | 73.7% | 72.8%+0.9pp | 77.0%-3.3pp | 69.6%+4.1pp |
| Annual return | -6.51% | -1.95%-4.6pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,215 | $3,145-61.4% | $3,852-68.5% | $3,470-65.0% |
| Admin fee / account holder | $953 | $4,667-79.6% | $6,675-85.7% | $4,888-80.5% |