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 9-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 | $29,777 | $94,625-68.5% | $116,228-74.4% | $84,808-64.9% |
| Participation rate | 70.7% | 70.4%+0.3pp | 74.6%-3.8pp | 68.3%+2.4pp |
| Annual return | 10.40% | 20.40%-10.0pp | 90.06%-79.7pp | 40.90%-30.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,142 | $3,972-46.1% | $4,953-56.8% | $4,212-49.1% |
| Admin fee / account holder | $8,103 | $10,091-19.7% | $11,989-32.4% | $7,344+10.3% |