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 | $114,988 | $107,334+7.1% | $92,893+23.8% | $152,861-24.8% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 2.55% | 145.58%-143.0pp | 109.41%-106.9pp | 345.32%-342.8pp |
| Employer contribution / active EE | $52 | $4,221-98.8% | $3,653-98.6% | $4,762-98.9% |
| Participant deferral / active EE | $1,387 | $4,845-71.4% | $4,236-67.3% | $5,850-76.3% |
| Admin fee / account holder | $726 | $7,079-89.7% | $5,794-87.5% | $11,596-93.7% |