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 | $15,001 | $105,181-85.7% | $159,436-90.6% | $85,850-82.5% |
| Participation rate | 79.7% | 75.8%+4.0pp | 82.8%-3.1pp | 69.3%+10.4pp |
| Annual return | 10.29% | 45.07%-34.8pp | 263.57%-253.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,161 | $5,945-46.8% | $7,352-57.0% | $3,952-20.0% |
| Admin fee / account holder | $1,534 | $6,933-77.9% | $10,799-85.8% | $6,260-75.5% |