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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,499 | $89,355-75.9% | $141,162-84.8% | $72,985-70.5% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 18.73% | 111.85%-93.1pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,492 | $3,114-52.1% | $4,735-68.5% | $2,440-38.9% |
| Participant deferral / active EE | $1,928 | $5,418-64.4% | $6,709-71.3% | $3,607-46.5% |
| Admin fee / account holder | $708 | $5,958-88.1% | $10,261-93.1% | $5,124-86.2% |