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 | $102,145 | $202,318-49.5% | $172,739-40.9% | $152,861-33.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 8.92% | 1029.65%-1020.7pp | 802.84%-793.9pp | 345.32%-336.4pp |
| Employer contribution / active EE | $590 | $5,856-89.9% | $5,143-88.5% | $4,762-87.6% |
| Participant deferral / active EE | $4,509 | $5,948-24.2% | $5,198-13.2% | $5,850-22.9% |
| Admin fee / account holder | $1,418 | $17,109-91.7% | $13,954-89.8% | $11,596-87.8% |