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.
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 | $84,485 | $82,664+2.2% | $125,339-32.6% | $68,494+23.3% |
| Participation rate | 74.5% | 75.0%-0.6pp | 82.4%-7.9pp | 67.9%+6.6pp |
| Annual return | -20.21% | -5.97%-14.2pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,935 | $6,110+13.5% | $7,446-6.9% | $4,027+72.2% |
| Admin fee / account holder | $731 | $6,275-88.3% | $10,010-92.7% | $5,403-86.5% |