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 | $2,629 | $45,698-94.2% | $61,048-95.7% | $72,985-96.4% |
| Participation rate | 71.4% | 74.3%-2.9pp | 79.3%-7.9pp | 69.5%+1.9pp |
| Annual return | 14.66% | 20.14%-5.5pp | 26.18%-11.5pp | 81.00%-66.3pp |
| Employer contribution / active EE | $616 | $2,803-78.0% | $3,716-83.4% | $2,440-74.7% |
| Participant deferral / active EE | $666 | $3,264-79.6% | $4,470-85.1% | $3,607-81.5% |
| Admin fee / account holder | $1,640 | $3,347-51.0% | $3,728-56.0% | $5,124-68.0% |