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 | $17,369 | $83,902-79.3% | $167,512-89.6% | $84,808-79.5% |
| Participation rate | 75.9% | 66.5%+9.4pp | 77.1%-1.2pp | 68.3%+7.6pp |
| Annual return | 12.62% | 91.55%-78.9pp | 1615.79%-1603.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $237 | $2,264-89.5% | $3,882-93.9% | $2,631-91.0% |
| Participant deferral / active EE | $1,600 | $4,442-64.0% | $6,405-75.0% | $4,212-62.0% |
| Admin fee / account holder | $1,213 | $7,915-84.7% | $9,769-87.6% | $7,344-83.5% |