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 | $6,653 | $165,335-96.0% | $149,696-95.6% | $158,922-95.8% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 2.17% | 348.15%-346.0pp | 276.60%-274.4pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,811 | $5,103-64.5% | $4,644-61.0% | $4,761-62.0% |
| Participant deferral / active EE | $1,811 | $7,181-74.8% | $6,842-73.5% | $5,982-69.7% |
| Admin fee / account holder | $1,102 | $10,807-89.8% | $9,309-88.2% | $11,246-90.2% |