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 | $191,106 | $95,803+99.5% | $113,168+68.9% | $84,808+125.3% |
| Participation rate | 72.4% | 72.9%-0.5pp | 76.6%-4.2pp | 68.3%+4.1pp |
| Annual return | 9.79% | 25.00%-15.2pp | 24.27%-14.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $379 | $2,360-83.9% | $2,975-87.3% | $2,631-85.6% |
| Participant deferral / active EE | $2,697 | $4,242-36.4% | $5,107-47.2% | $4,212-36.0% |
| Admin fee / account holder | $2,021 | $8,989-77.5% | $12,068-83.3% | $7,344-72.5% |