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 | $56,549 | $81,208-30.4% | $98,907-42.8% | $79,858-29.2% |
| Participation rate | 96.3% | 72.5%+23.8pp | 76.0%+20.3pp | 69.6%+26.7pp |
| Annual return | 9.90% | 60.99%-51.1pp | 196.43%-186.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $386 | $1,960-80.3% | $2,689-85.6% | $2,471-84.4% |
| Participant deferral / active EE | $2,882 | $3,265-11.7% | $4,244-32.1% | $3,740-22.9% |
| Admin fee / account holder | $1,478 | $6,013-75.4% | $6,642-77.7% | $5,306-72.1% |