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 | $93,358 | $117,841-20.8% | $102,423-8.9% | $145,922-36.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 5.17% | 31.65%-26.5pp | 29.32%-24.2pp | 561.29%-556.1pp |
| Employer contribution / active EE | $806 | $3,615-77.7% | $3,023-73.3% | $4,660-82.7% |
| Participant deferral / active EE | $2,034 | $5,731-64.5% | $5,053-59.7% | $6,688-69.6% |
| Admin fee / account holder | $3,271 | $13,326-75.5% | $9,451-65.4% | $13,397-75.6% |