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 | $24,751 | $201,272-87.7% | $184,203-86.6% | $145,922-83.0% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 7.53% | 29.00%-21.5pp | 28.81%-21.3pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,301 | $7,022-81.5% | $6,427-79.8% | $4,660-72.1% |
| Participant deferral / active EE | $3,457 | $9,806-64.7% | $9,131-62.1% | $6,688-48.3% |
| Admin fee / account holder | $5,848 | $16,364-64.3% | $13,901-57.9% | $13,397-56.3% |