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 8-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 | $1,764 | $46,674-96.2% | $117,472-98.5% | $68,494-97.4% |
| Participation rate | 96.0% | 56.8%+39.2pp | 70.6%+25.4pp | 67.9%+28.1pp |
| Annual return | -22.03% | -14.52%-7.5pp | 29.74%-51.8pp | -7.84%-14.2pp |
| Employer contribution / active EE | $395 | $1,505-73.7% | $4,176-90.5% | $2,596-84.8% |
| Participant deferral / active EE | $692 | $2,636-73.7% | $4,070-83.0% | $4,027-82.8% |
| Admin fee / account holder | $303 | $4,020-92.5% | $5,645-94.6% | $5,403-94.4% |