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 5-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 | $4,886 | $114,381-95.7% | $107,525-95.5% | $142,382-96.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.11% | 242.71%-242.6pp | 181.32%-181.2pp | 217.08%-217.0pp |
| Employer contribution / active EE | $330 | $4,015-91.8% | $3,754-91.2% | $4,299-92.3% |
| Participant deferral / active EE | $1,861 | $5,564-66.6% | $5,116-63.6% | $6,507-71.4% |
| Admin fee / account holder | $680 | $9,860-93.1% | $8,919-92.4% | $12,624-94.6% |