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.
Participant 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 | $13,052 | $90,745-85.6% | $130,231-90.0% | $75,163-82.6% |
| Participation rate | 75.8% | 71.1%+4.7pp | 76.3%-0.5pp | 67.2%+8.6pp |
| Annual return | 13.55% | 34.45%-20.9pp | 38.77%-25.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $755 | $3,314-77.2% | $4,126-81.7% | $2,670-71.7% |
| Participant deferral / active EE | $1,471 | $5,362-72.6% | $6,799-78.4% | $4,125-64.3% |
| Admin fee / account holder | $1,583 | $6,331-75.0% | $6,020-73.7% | $5,651-72.0% |