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 5-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 | $6,812 | $167,307-95.9% | $143,757-95.3% | $134,475-94.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.53% | 0.46%-32.0pp | -0.04%-31.5pp | 417.96%-449.5pp |
| Employer contribution / active EE | $1,146 | $5,619-79.6% | $4,951-76.9% | $4,740-75.8% |
| Participant deferral / active EE | $6,310 | $6,446-2.1% | $5,637+11.9% | $6,400-1.4% |
| Admin fee / account holder | $638 | $18,088-96.5% | $14,673-95.6% | $11,426-94.4% |