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 | $16,963 | $198,466-91.5% | $170,442-90.0% | $147,584-88.5% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 8.19% | 257.29%-249.1pp | 205.93%-197.7pp | 578.55%-570.4pp |
| Employer contribution / active EE | $633 | $6,184-89.8% | $5,433-88.4% | $4,876-87.0% |
| Participant deferral / active EE | $2,318 | $5,629-58.8% | $4,939-53.1% | $5,439-57.4% |
| Admin fee / account holder | $1,031 | $16,852-93.9% | $13,880-92.6% | $10,885-90.5% |