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 | $28,305 | $160,055-82.3% | $140,016-79.8% | $135,375-79.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -20.67% | 911.38%-932.1pp | 651.12%-671.8pp | 519.73%-540.4pp |
| Employer contribution / active EE | $701 | $6,420-89.1% | $5,606-87.5% | $4,779-85.3% |
| Participant deferral / active EE | $15,978 | $7,642+109.1% | $6,927+130.7% | $5,609+184.9% |
| Admin fee / account holder | $489 | $13,328-96.3% | $10,705-95.4% | $10,827-95.5% |