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 4-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 | $7,891 | $114,381-93.1% | $107,525-92.7% | $142,382-94.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 8.29% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $6,220 | $4,015+54.9% | $3,754+65.7% | $4,299+44.7% |
| Participant deferral / active EE | $107 | $5,564-98.1% | $5,116-97.9% | $6,507-98.4% |
| Admin fee / account holder | $1,281 | $9,860-87.0% | $8,919-85.6% | $12,624-89.8% |