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 | $82,498 | $93,571-11.8% | $135,903-39.3% | $75,163+9.8% |
| Participation rate | 73.8% | 75.2%-1.4pp | 81.9%-8.1pp | 67.2%+6.6pp |
| Annual return | 14.86% | 30.90%-16.0pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $535 | $3,537-84.9% | $4,856-89.0% | $2,670-79.9% |
| Participant deferral / active EE | $5,009 | $6,404-21.8% | $7,758-35.4% | $4,125+21.4% |
| Admin fee / account holder | $4,026 | $6,975-42.3% | $10,762-62.6% | $5,651-28.7% |