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 5-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 | $3,890 | $167,307-97.7% | $143,757-97.3% | $134,475-97.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -25.77% | 0.46%-26.2pp | -0.04%-25.7pp | 417.96%-443.7pp |
| Employer contribution / active EE | $1,416 | $5,619-74.8% | $4,951-71.4% | $4,740-70.1% |
| Participant deferral / active EE | $1,609 | $6,446-75.0% | $5,637-71.5% | $6,400-74.9% |
| Admin fee / account holder | $389 | $18,088-97.8% | $14,673-97.3% | $11,426-96.6% |