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 | $3,270 | $97,757-96.7% | $83,848-96.1% | $135,375-97.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.82% | 1287.37%-1304.2pp | 850.88%-867.7pp | 519.73%-536.6pp |
| Employer contribution / active EE | $4,005 | $4,222-5.1% | $3,631+10.3% | $4,779-16.2% |
| Participant deferral / active EE | $39 | $4,682-99.2% | $4,082-99.1% | $5,609-99.3% |
| Admin fee / account holder | $506 | $6,674-92.4% | $5,478-90.8% | $10,827-95.3% |