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 5-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 | $4,484 | $77,899-94.2% | $149,673-97.0% | $75,163-94.0% |
| Participation rate | 71.4% | 65.6%+5.8pp | 78.8%-7.3pp | 67.2%+4.2pp |
| Annual return | 9.62% | 31.72%-22.1pp | 134.42%-124.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $566 | $3,137-82.0% | $4,818-88.2% | $2,670-78.8% |
| Participant deferral / active EE | $797 | $3,411-76.6% | $5,680-86.0% | $4,125-80.7% |
| Admin fee / account holder | $701 | $5,956-88.2% | $13,210-94.7% | $5,651-87.6% |