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 | $12,481 | $78,694-84.1% | $67,652-81.6% | $125,391-90.0% |
| Participation rate | 84.6% | 78.8%+5.8pp | 75.7%+9.0pp | 83.2%+1.4pp |
| Annual return | -10.25% | 9.46%-19.7pp | 6625.04%-6635.3pp | 282.22%-292.5pp |
| Employer contribution / active EE | $258 | $3,044-91.5% | $2,266-88.6% | $4,866-94.7% |
| Participant deferral / active EE | $3,145 | $4,292-26.7% | $3,560-11.6% | $5,352-41.2% |
| Admin fee / account holder | $933 | $7,403-87.4% | $4,821-80.6% | $9,540-90.2% |