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 | $26,974 | $101,317-73.4% | $146,958-81.6% | $74,495-63.8% |
| Participation rate | 80.3% | 75.5%+4.8pp | 82.2%-1.8pp | 67.2%+13.1pp |
| Annual return | 7.21% | 8730.91%-8723.7pp | 418.34%-411.1pp | 1364.94%-1357.7pp |
| Employer contribution / active EE | $2,035 | $3,810-46.6% | $4,933-58.7% | $2,623-22.4% |
| Participant deferral / active EE | $2,983 | $7,303-59.2% | $8,070-63.0% | $4,346-31.4% |
| Admin fee / account holder | $3,733 | $1,739+114.7% | $12,998-71.3% | $1,942+92.3% |