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 3-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 | $12,774 | $159,901-92.0% | $146,958-91.3% | $145,922-91.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.74% | 98.13%-95.4pp | 418.34%-415.6pp | 561.29%-558.5pp |
| Employer contribution / active EE | $2,301 | $5,286-56.5% | $4,933-53.3% | $4,660-50.6% |
| Participant deferral / active EE | $2,372 | $8,428-71.9% | $8,070-70.6% | $6,688-64.5% |
| Admin fee / account holder | $671 | $15,044-95.5% | $12,998-94.8% | $13,397-95.0% |