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 | $62,192 | $109,881-43.4% | $150,045-58.6% | $84,808-26.7% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 12.23% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $634 | $3,561-82.2% | $4,693-86.5% | $2,631-75.9% |
| Participant deferral / active EE | $3,896 | $6,636-41.3% | $7,997-51.3% | $4,212-7.5% |
| Admin fee / account holder | $23,812 | $8,568+177.9% | $13,435+77.2% | $7,344+224.2% |