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 | $24,225 | $87,841-72.4% | $133,980-81.9% | $62,891-61.5% |
| Participation rate | 86.5% | 83.4%+3.1pp | 87.1%-0.6pp | 69.3%+17.2pp |
| Annual return | 5.46% | 12.05%-6.6pp | 29.30%-23.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,023 | $4,812-58.0% | $6,282-67.8% | $3,203-36.8% |
| Admin fee / account holder | $704 | $5,371-86.9% | $9,324-92.4% | $4,296-83.6% |