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 9-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 | $3,693 | $52,681-93.0% | $75,781-95.1% | $59,632-93.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -10.56% | 2.95%-13.5pp | 9.68%-20.2pp | 2041.28%-2051.8pp |
| Employer contribution / active EE | $2,228 | $2,193+1.6% | $3,323-33.0% | $2,203+1.1% |
| Participant deferral / active EE | $631 | $2,591-75.6% | $3,651-82.7% | $3,192-80.2% |
| Admin fee / account holder | $651 | $3,610-82.0% | $5,299-87.7% | $4,297-84.8% |