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 | $15,408 | $201,272-92.3% | $184,203-91.6% | $145,922-89.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.41% | 29.00%-22.6pp | 28.81%-22.4pp | 561.29%-554.9pp |
| Employer contribution / active EE | $4,627 | $7,022-34.1% | $6,427-28.0% | $4,660-0.7% |
| Participant deferral / active EE | $2,329 | $9,806-76.2% | $9,131-74.5% | $6,688-65.2% |
| Admin fee / account holder | $391 | $16,364-97.6% | $13,901-97.2% | $13,397-97.1% |