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 | $17,724 | $138,065-87.2% | $123,544-85.7% | $135,375-86.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.31% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,074 | $5,151-59.7% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $1,306 | $6,799-80.8% | $6,426-79.7% | $5,609-76.7% |
| Admin fee / account holder | $382 | $10,916-96.5% | $9,284-95.9% | $10,827-96.5% |