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 | $9,855 | $65,365-84.9% | $92,893-89.4% | $72,985-86.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 6.09% | 42.10%-36.0pp | 109.41%-103.3pp | 81.00%-74.9pp |
| Employer contribution / active EE | $942 | $2,594-63.7% | $3,653-74.2% | $2,440-61.4% |
| Participant deferral / active EE | $9 | $3,128-99.7% | $4,236-99.8% | $3,607-99.7% |
| Admin fee / account holder | $770 | $4,251-81.9% | $5,794-86.7% | $5,124-85.0% |