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 | $19,010 | $92,222-79.4% | $76,768-75.2% | $135,375-86.0% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | -6.60% | 5.46%-12.1pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,941 | $3,216-39.6% | $2,485-21.9% | $4,779-59.4% |
| Participant deferral / active EE | $1,172 | $4,509-74.0% | $3,852-69.6% | $5,609-79.1% |
| Admin fee / account holder | $957 | $10,748-91.1% | $6,675-85.7% | $10,827-91.2% |