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 | $111,777 | $103,376+8.1% | $87,100+28.3% | $152,861-26.9% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.9%+8.1pp | 82.4%+2.6pp |
| Annual return | 4.39% | 28.10%-23.7pp | 28.19%-23.8pp | 345.32%-340.9pp |
| Employer contribution / active EE | $481 | $3,220-85.1% | $2,521-80.9% | $4,762-89.9% |
| Participant deferral / active EE | $4,222 | $4,778-11.6% | $4,049+4.3% | $5,850-27.8% |
| Admin fee / account holder | $990 | $12,205-91.9% | $7,497-86.8% | $11,596-91.5% |