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 | $107,183 | $86,929+23.3% | $102,423+4.6% | $80,856+32.6% |
| Participation rate | 76.3% | 72.4%+3.9pp | 76.5%-0.2pp | 67.6%+8.7pp |
| Annual return | 8.95% | 18.88%-9.9pp | 29.32%-20.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $589 | $2,369-75.1% | $3,023-80.5% | $2,755-78.6% |
| Participant deferral / active EE | $5,654 | $4,118+37.3% | $5,053+11.9% | $4,296+31.6% |
| Admin fee / account holder | $13,051 | $8,049+62.1% | $9,451+38.1% | $6,918+88.7% |