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 | $66,278 | $78,422-15.5% | $95,952-30.9% | $79,858-17.0% |
| Participation rate | 81.0% | 73.5%+7.5pp | 77.1%+4.0pp | 69.6%+11.4pp |
| Annual return | 8.22% | 19.37%-11.1pp | 91.61%-83.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $358 | $1,945-81.6% | $2,541-85.9% | $2,471-85.5% |
| Participant deferral / active EE | $2,159 | $3,440-37.2% | $4,167-48.2% | $3,740-42.3% |
| Admin fee / account holder | $6,876 | $5,622+22.3% | $6,795+1.2% | $5,306+29.6% |