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 8-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 | $3,287 | $56,053-94.1% | $75,972-95.7% | $80,856-95.9% |
| Participation rate | 96.0% | 62.0%+34.0pp | 69.1%+26.9pp | 67.6%+28.4pp |
| Annual return | 9.55% | 20.53%-11.0pp | 359.55%-350.0pp | 35.59%-26.0pp |
| Employer contribution / active EE | $395 | $1,874-78.9% | $2,685-85.3% | $2,755-85.6% |
| Participant deferral / active EE | $933 | $3,052-69.4% | $4,255-78.1% | $4,296-78.3% |
| Admin fee / account holder | $584 | $5,234-88.8% | $6,467-91.0% | $6,918-91.6% |