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 6-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 | $11,802 | $167,484-93.0% | $151,611-92.2% | $134,475-91.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.56% | 7.80%-31.4pp | 3.33%-26.9pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,226 | $6,829-82.1% | $6,166-80.1% | $4,740-74.1% |
| Participant deferral / active EE | $4,731 | $8,986-47.4% | $8,363-43.4% | $6,400-26.1% |
| Admin fee / account holder | $852 | $13,783-93.8% | $11,616-92.7% | $11,426-92.5% |