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.
Employer 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 | $18,261 | $117,841-84.5% | $102,423-82.2% | $145,922-87.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 7.36% | 31.65%-24.3pp | 29.32%-22.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $850 | $3,615-76.5% | $3,023-71.9% | $4,660-81.8% |
| Participant deferral / active EE | $2,089 | $5,731-63.6% | $5,053-58.7% | $6,688-68.8% |
| Admin fee / account holder | $1,750 | $13,326-86.9% | $9,451-81.5% | $13,397-86.9% |