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 | $201,419 | $150,440+33.9% | $136,294+47.8% | $147,584+36.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.78% | 1049.08%-1042.3pp | 5155.94%-5149.2pp | 578.55%-571.8pp |
| Employer contribution / active EE | $712 | $5,256-86.4% | $4,695-84.8% | $4,876-85.4% |
| Participant deferral / active EE | $2,340 | $6,630-64.7% | $6,247-62.5% | $5,439-57.0% |
| Admin fee / account holder | $969 | $10,905-91.1% | $9,243-89.5% | $10,885-91.1% |