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 | $6,420 | $63,953-90.0% | $54,726-88.3% | $135,375-95.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -13.36% | -5.77%-7.6pp | -4.56%-8.8pp | 519.73%-533.1pp |
| Employer contribution / active EE | $2,147 | $4,256-49.6% | $3,449-37.8% | $4,779-55.1% |
| Participant deferral / active EE | $1,437 | $4,810-70.1% | $3,953-63.6% | $5,609-74.4% |
| Admin fee / account holder | $304 | $4,567-93.4% | $3,818-92.0% | $10,827-97.2% |