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 | $8,712 | $82,664-89.5% | $125,339-93.0% | $68,494-87.3% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -6.07% | -5.97%-0.1pp | 572.05%-578.1pp | -7.84%+1.8pp |
| Employer contribution / active EE | $663 | $3,381-80.4% | $4,814-86.2% | $2,596-74.5% |
| Participant deferral / active EE | $5,283 | $6,110-13.5% | $7,446-29.0% | $4,027+31.2% |
| Admin fee / account holder | $907 | $6,275-85.5% | $10,010-90.9% | $5,403-83.2% |