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 | $87,011 | $95,803-9.2% | $113,168-23.1% | $84,808+2.6% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 8.58% | 25.00%-16.4pp | 24.27%-15.7pp | 40.90%-32.3pp |
| Employer contribution / active EE | $386 | $2,360-83.7% | $2,975-87.0% | $2,631-85.3% |
| Participant deferral / active EE | $4,532 | $4,242+6.8% | $5,107-11.3% | $4,212+7.6% |
| Admin fee / account holder | $67,978 | $8,989+656.3% | $12,068+463.3% | $7,344+825.7% |