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 | $8,287 | $90,590-90.9% | $90,782-90.9% | $135,375-93.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -9.37% | -3.40%-6.0pp | -3.42%-6.0pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,285 | $4,352-47.5% | $4,105-44.4% | $4,779-52.2% |
| Participant deferral / active EE | $1,212 | $5,407-77.6% | $5,366-77.4% | $5,609-78.4% |
| Admin fee / account holder | $546 | $7,683-92.9% | $5,908-90.8% | $10,827-95.0% |