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 8-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.
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 | $81,330 | $45,073+80.4% | $69,455+17.1% | $72,985+11.4% |
| Participation rate | 77.5% | 68.5%+9.0pp | 74.6%+2.9pp | 69.5%+8.0pp |
| Annual return | 1.71% | 22.65%-20.9pp | 28.97%-27.3pp | 81.00%-79.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,165 | $2,602+21.6% | $3,535-10.5% | $3,607-12.3% |
| Admin fee / account holder | $50,510 | $3,056+1553.1% | $3,839+1215.6% | $5,124+885.7% |