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 | $82,508 | $103,376-20.2% | $87,100-5.3% | $152,861-46.0% |
| Participation rate | 78.6% | 79.3%-0.8pp | 76.9%+1.7pp | 82.4%-3.9pp |
| Annual return | 3.70% | 28.10%-24.4pp | 28.19%-24.5pp | 345.32%-341.6pp |
| Employer contribution / active EE | $580 | $3,220-82.0% | $2,521-77.0% | $4,762-87.8% |
| Participant deferral / active EE | $4,656 | $4,778-2.5% | $4,049+15.0% | $5,850-20.4% |
| Admin fee / account holder | $455 | $12,205-96.3% | $7,497-93.9% | $11,596-96.1% |