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 7-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 | $5,058 | $176,056-97.1% | $159,436-96.8% | $167,490-97.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -5.29% | 331.75%-337.0pp | 263.57%-268.9pp | 478.56%-483.8pp |
| Employer contribution / active EE | $975 | $5,297-81.6% | $4,829-79.8% | $4,837-79.8% |
| Participant deferral / active EE | $2,177 | $7,750-71.9% | $7,352-70.4% | $6,341-65.7% |
| Admin fee / account holder | $517 | $12,554-95.9% | $10,799-95.2% | $12,309-95.8% |