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 | $3,045 | $100,773-97.0% | $88,946-96.6% | $142,382-97.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.72% | 70.18%-59.5pp | 57.82%-47.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $537 | $2,918-81.6% | $2,555-79.0% | $4,299-87.5% |
| Participant deferral / active EE | $615 | $5,230-88.3% | $4,581-86.6% | $6,507-90.6% |
| Admin fee / account holder | $1,696 | $9,693-82.5% | $8,261-79.5% | $12,624-86.6% |