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 3-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 | $2,205 | $20,316-89.1% | $66,042-96.7% | $74,304-97.0% |
| Participation rate | 85.3% | 62.8%+22.6pp | 67.5%+17.8pp | 60.3%+25.0pp |
| Annual return | 14.76% | 28.10%-13.3pp | 52.11%-37.4pp | 29.43%-14.7pp |
| Employer contribution / active EE | $156 | $745-79.0% | $1,579-90.1% | $2,241-93.0% |
| Participant deferral / active EE | $896 | $1,615-44.5% | $2,835-68.4% | $3,767-76.2% |
| Admin fee / account holder | $761 | $1,668-54.4% | $5,747-86.8% | $2,969-74.4% |