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 7-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 | $4,802 | $98,750-95.1% | $149,696-96.8% | $79,858-94.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 1.18% | 27.43%-26.2pp | 276.60%-275.4pp | 31.71%-30.5pp |
| Employer contribution / active EE | $2,760 | $3,216-14.2% | $4,644-40.6% | $2,471+11.7% |
| Participant deferral / active EE | $1,725 | $5,680-69.6% | $6,842-74.8% | $3,740-53.9% |
| Admin fee / account holder | $598 | $6,053-90.1% | $9,309-93.6% | $5,306-88.7% |