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 | $13,519 | $112,300-88.0% | $90,223-85.0% | $125,391-89.2% |
| Participation rate | 81.8% | 82.9%-1.1pp | 79.0%+2.8pp | 83.2%-1.4pp |
| Annual return | -10.39% | -0.57%-9.8pp | 1.31%-11.7pp | 282.22%-292.6pp |
| Employer contribution / active EE | $2,932 | $5,181-43.4% | $4,378-33.0% | $4,866-39.7% |
| Participant deferral / active EE | $1,284 | $6,733-80.9% | $5,792-77.8% | $5,352-76.0% |
| Admin fee / account holder | $3,348 | $10,990-69.5% | $7,406-54.8% | $9,540-64.9% |