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 | $15,161 | $181,894-91.7% | $156,549-90.3% | $273,961-94.5% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 1.62% | 30.74%-29.1pp | 32.23%-30.6pp | 41.45%-39.8pp |
| Employer contribution / active EE | $3,166 | $6,248-49.3% | $5,501-42.5% | $4,869-35.0% |
| Participant deferral / active EE | $1,227 | $5,550-77.9% | $4,871-74.8% | $5,287-76.8% |
| Admin fee / account holder | $544 | $15,559-96.5% | $13,027-95.8% | $10,132-94.6% |