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 | $9,626 | $165,335-94.2% | $149,696-93.6% | $158,922-93.9% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 7.91% | 348.15%-340.2pp | 276.60%-268.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,014 | $5,103-80.1% | $4,644-78.2% | $4,761-78.7% |
| Participant deferral / active EE | $2,000 | $7,181-72.2% | $6,842-70.8% | $5,982-66.6% |
| Admin fee / account holder | $371 | $10,807-96.6% | $9,309-96.0% | $11,246-96.7% |