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 | $11,419 | $83,902-86.4% | $167,512-93.2% | $84,808-86.5% |
| Participation rate | 88.5% | 66.5%+22.0pp | 77.1%+11.4pp | 68.3%+20.2pp |
| Annual return | 6.11% | 91.55%-85.4pp | 1615.79%-1609.7pp | 40.90%-34.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $992 | $4,442-77.7% | $6,405-84.5% | $4,212-76.5% |
| Admin fee / account holder | $565 | $7,915-92.9% | $9,769-94.2% | $7,344-92.3% |