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 | $11,560 | $133,958-91.4% | $112,228-89.7% | $134,475-91.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -31.49% | 47.11%-78.6pp | 27.45%-58.9pp | 417.96%-449.5pp |
| Employer contribution / active EE | $580 | $4,038-85.6% | $3,635-84.0% | $4,740-87.8% |
| Participant deferral / active EE | $7,037 | $5,291+33.0% | $4,728+48.8% | $6,400+10.0% |
| Admin fee / account holder | $1,379 | $7,489-81.6% | $6,410-78.5% | $11,426-87.9% |