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 | $14,117 | $97,757-85.6% | $83,848-83.2% | $135,375-89.6% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -18.54% | 1287.37%-1305.9pp | 850.88%-869.4pp | 519.73%-538.3pp |
| Employer contribution / active EE | $5,131 | $4,222+21.5% | $3,631+41.3% | $4,779+7.4% |
| Participant deferral / active EE | $605 | $4,682-87.1% | $4,082-85.2% | $5,609-89.2% |
| Admin fee / account holder | $996 | $6,674-85.1% | $5,478-81.8% | $10,827-90.8% |