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 | $7,547 | $63,346-88.1% | $92,233-91.8% | $70,131-89.2% |
| Participation rate | 71.2% | 68.7%+2.5pp | 76.5%-5.3pp | 69.5%+1.6pp |
| Annual return | 12.00% | 530.12%-518.1pp | 176.28%-164.3pp | 73.14%-61.1pp |
| Employer contribution / active EE | $509 | $2,471-79.4% | $3,679-86.2% | $2,342-78.3% |
| Participant deferral / active EE | $265 | $2,854-90.7% | $3,897-93.2% | $3,332-92.0% |
| Admin fee / account holder | $649 | $3,840-83.1% | $5,194-87.5% | $4,645-86.0% |