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 7-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 | $39,198 | $157,256-75.1% | $141,162-72.2% | $152,861-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -9.85% | 64.32%-74.2pp | 71.39%-81.2pp | 345.32%-355.2pp |
| Employer contribution / active EE | $319 | $5,261-93.9% | $4,735-93.3% | $4,762-93.3% |
| Participant deferral / active EE | $28,198 | $7,109+296.6% | $6,709+320.3% | $5,850+382.0% |
| Admin fee / account holder | $9,117 | $12,120-24.8% | $10,261-11.2% | $11,596-21.4% |