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 | $69,275 | $183,519-62.3% | $155,509-55.5% | $145,922-52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.32% | 61.17%-58.8pp | 64.67%-62.4pp | 561.29%-559.0pp |
| Employer contribution / active EE | $778 | $5,313-85.4% | $4,672-83.3% | $4,660-83.3% |
| Participant deferral / active EE | $17,268 | $6,462+167.2% | $5,626+206.9% | $6,688+158.2% |
| Admin fee / account holder | $4,712 | $19,313-75.6% | $15,912-70.4% | $13,397-64.8% |