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 | $128,621 | $103,376+24.4% | $87,100+47.7% | $152,861-15.9% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 5.66% | 28.10%-22.4pp | 28.19%-22.5pp | 345.32%-339.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,310 | $4,778-30.7% | $4,049-18.3% | $5,850-43.4% |
| Admin fee / account holder | $1,638 | $12,205-86.6% | $7,497-78.1% | $11,596-85.9% |