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 | $71,228 | $109,817-35.1% | $98,442-27.6% | $167,490-57.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 2.77% | 1956.69%-1953.9pp | 1492.73%-1490.0pp | 478.56%-475.8pp |
| Employer contribution / active EE | $87 | $3,224-97.3% | $2,960-97.1% | $4,837-98.2% |
| Participant deferral / active EE | $4,291 | $4,673-8.2% | $4,276+0.3% | $6,341-32.3% |
| Admin fee / account holder | $4,918 | $6,753-27.2% | $5,949-17.3% | $12,309-60.0% |