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 9-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 | $14,396 | $135,635-89.4% | $110,238-86.9% | $135,375-89.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -9.75% | 513.19%-522.9pp | 314.74%-324.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,112 | $4,906-57.0% | $3,826-44.8% | $4,779-55.8% |
| Participant deferral / active EE | $1,456 | $5,506-73.6% | $4,672-68.8% | $5,609-74.0% |
| Admin fee / account holder | $741 | $11,457-93.5% | $8,547-91.3% | $10,827-93.2% |