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 | $5,136 | $57,354-91.0% | $83,848-93.9% | $64,186-92.0% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | -12.57% | 11.38%-24.0pp | 850.88%-863.4pp | 7.63%-20.2pp |
| Employer contribution / active EE | $1,493 | $2,545-41.3% | $3,631-58.9% | $2,381-37.3% |
| Participant deferral / active EE | $1,208 | $2,993-59.6% | $4,082-70.4% | $3,470-65.2% |
| Admin fee / account holder | $378 | $4,046-90.6% | $5,478-93.1% | $4,888-92.3% |