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 5-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 | $13,538 | $82,664-83.6% | $125,339-89.2% | $68,494-80.2% |
| Participation rate | 81.4% | 75.0%+6.4pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | 3.15% | -5.97%+9.1pp | 572.05%-568.9pp | -7.84%+11.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,050 | $6,110+48.1% | $7,446+21.5% | $4,027+124.7% |
| Admin fee / account holder | $820 | $6,275-86.9% | $10,010-91.8% | $5,403-84.8% |