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 | $4,290 | $80,717-94.7% | $154,803-97.2% | $84,808-94.9% |
| Participation rate | 87.8% | 66.8%+20.9pp | 78.1%+9.7pp | 68.3%+19.4pp |
| Annual return | 7.74% | 37.96%-30.2pp | 58.88%-51.1pp | 40.90%-33.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,901 | $3,303-42.4% | $5,540-65.7% | $4,212-54.9% |
| Admin fee / account holder | $1,384 | $6,746-79.5% | $14,329-90.3% | $7,344-81.2% |