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 | $7,523 | $83,902-91.0% | $167,512-95.5% | $84,808-91.1% |
| Participation rate | 86.7% | 66.5%+20.2pp | 77.1%+9.6pp | 68.3%+18.4pp |
| Annual return | 13.22% | 91.55%-78.3pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,154 | $2,264-49.0% | $3,882-70.3% | $2,631-56.1% |
| Participant deferral / active EE | $308 | $4,442-93.1% | $6,405-95.2% | $4,212-92.7% |
| Admin fee / account holder | $1,308 | $7,915-83.5% | $9,769-86.6% | $7,344-82.2% |