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 | $14,262 | $97,757-85.4% | $83,848-83.0% | $135,375-89.5% |
| Participation rate | 76.2% | 80.0%-3.8pp | 76.1%0pp | 82.6%-6.5pp |
| Annual return | -10.77% | 1287.37%-1298.1pp | 850.88%-861.7pp | 519.73%-530.5pp |
| Employer contribution / active EE | $664 | $4,222-84.3% | $3,631-81.7% | $4,779-86.1% |
| Participant deferral / active EE | $1,764 | $4,682-62.3% | $4,082-56.8% | $5,609-68.5% |
| Admin fee / account holder | $314 | $6,674-95.3% | $5,478-94.3% | $10,827-97.1% |