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 10-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 | $21,178 | $89,355-76.3% | $141,162-85.0% | $72,985-71.0% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.5%-8.2pp | 69.5%+4.8pp |
| Annual return | 15.25% | 111.85%-96.6pp | 71.39%-56.1pp | 81.00%-65.7pp |
| Employer contribution / active EE | $729 | $3,114-76.6% | $4,735-84.6% | $2,440-70.1% |
| Participant deferral / active EE | $2,236 | $5,418-58.7% | $6,709-66.7% | $3,607-38.0% |
| Admin fee / account holder | $20,323 | $5,958+241.1% | $10,261+98.1% | $5,124+296.6% |