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 | $5,060 | $83,902-94.0% | $167,512-97.0% | $84,808-94.0% |
| Participation rate | 80.6% | 66.5%+14.2pp | 77.1%+3.6pp | 68.3%+12.3pp |
| Annual return | 12.68% | 91.55%-78.9pp | 1615.79%-1603.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,083 | $2,264-52.2% | $3,882-72.1% | $2,631-58.8% |
| Participant deferral / active EE | $1,215 | $4,442-72.6% | $6,405-81.0% | $4,212-71.1% |
| Admin fee / account holder | $535 | $7,915-93.2% | $9,769-94.5% | $7,344-92.7% |