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 | $29,141 | $87,733-66.8% | $106,548-72.6% | $85,850-66.1% |
| Participation rate | 90.9% | 71.9%+19.0pp | 76.1%+14.8pp | 69.3%+21.6pp |
| Annual return | 10.45% | 21.86%-11.4pp | 26.80%-16.4pp | 318.53%-308.1pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,541 | $3,469-26.8% | $4,398-42.2% | $3,952-35.7% |
| Admin fee / account holder | $1,234 | $6,767-81.8% | $7,407-83.3% | $6,260-80.3% |