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 | $18,372 | $91,538-79.9% | $129,995-85.9% | $75,163-75.6% |
| Participation rate | 86.8% | 71.4%+15.4pp | 78.5%+8.4pp | 67.2%+19.7pp |
| Annual return | 6.04% | -631.11%+637.1pp | -137.18%+143.2pp | 160.62%-154.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,184 | $4,341-49.7% | $5,820-62.5% | $4,125-47.1% |
| Admin fee / account holder | $2,199 | $6,790-67.6% | $10,614-79.3% | $5,651-61.1% |