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 | $7,128 | $89,355-92.0% | $141,162-95.0% | $72,985-90.2% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | -15.20% | 111.85%-127.1pp | 71.39%-86.6pp | 81.00%-96.2pp |
| Employer contribution / active EE | $707 | $3,114-77.3% | $4,735-85.1% | $2,440-71.0% |
| Participant deferral / active EE | $1,570 | $5,418-71.0% | $6,709-76.6% | $3,607-56.5% |
| Admin fee / account holder | $650 | $5,958-89.1% | $10,261-93.7% | $5,124-87.3% |