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 | $19,899 | $65,041-69.4% | $90,951-78.1% | $79,858-75.1% |
| Participation rate | 84.2% | 61.6%+22.6pp | 69.0%+15.2pp | 69.6%+14.6pp |
| Annual return | 9.69% | 30.45%-20.8pp | 134.60%-124.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $981 | $1,247-21.4% | $2,122-53.8% | $2,471-60.3% |
| Participant deferral / active EE | $780 | $2,512-69.0% | $3,373-76.9% | $3,740-79.2% |
| Admin fee / account holder | $823 | $4,536-81.8% | $5,959-86.2% | $5,306-84.5% |