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 | $25,465 | $79,171-67.8% | $102,423-75.1% | $74,495-65.8% |
| Participation rate | 90.2% | 74.8%+15.4pp | 76.5%+13.7pp | 67.2%+23.0pp |
| Annual return | 10.00% | 54.93%-44.9pp | 29.32%-19.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $541 | $2,362-77.1% | $3,023-82.1% | $2,623-79.4% |
| Participant deferral / active EE | $2,738 | $4,415-38.0% | $5,053-45.8% | $4,346-37.0% |
| Admin fee / account holder | $1,130 | $2,001-43.5% | $9,451-88.0% | $1,942-41.8% |