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 3-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 | $1,685 | $81,460-97.9% | $103,333-98.4% | $80,856-97.9% |
| Participation rate | 78.1% | 66.8%+11.3pp | 74.5%+3.6pp | 67.6%+10.5pp |
| Annual return | 5.65% | 25.55%-19.9pp | 24.88%-19.2pp | 35.59%-29.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $863 | $3,869-77.7% | $5,057-82.9% | $4,296-79.9% |
| Admin fee / account holder | $670 | $6,566-89.8% | $8,355-92.0% | $6,918-90.3% |