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 | $27,656 | $76,552-63.9% | $123,892-77.7% | $62,891-56.0% |
| Participation rate | 89.0% | 73.0%+16.1pp | 81.4%+7.6pp | 69.3%+19.7pp |
| Annual return | 3.06% | 18.68%-15.6pp | 47.52%-44.5pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,567 | $4,840-5.6% | $5,984-23.7% | $3,203+42.6% |
| Admin fee / account holder | $4,012 | $4,826-16.9% | $8,357-52.0% | $4,296-6.6% |