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 | $65,516 | $86,286-24.1% | $111,297-41.1% | $85,850-23.7% |
| Participation rate | 91.7% | 73.3%+18.3pp | 77.3%+14.4pp | 69.3%+22.4pp |
| Annual return | 10.47% | 19.99%-9.5pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $181 | $2,043-91.2% | $2,731-93.4% | $2,565-93.0% |
| Participant deferral / active EE | $2,633 | $3,641-27.7% | $4,487-41.3% | $3,952-33.4% |
| Admin fee / account holder | $1,525 | $8,188-81.4% | $7,964-80.9% | $6,260-75.6% |