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 | $18,111 | $84,233-78.5% | $170,442-89.4% | $70,131-74.2% |
| Participation rate | 78.8% | 70.8%+8.0pp | 83.6%-4.8pp | 69.5%+9.2pp |
| Annual return | 7.00% | 23.06%-16.1pp | 205.93%-198.9pp | 73.14%-66.1pp |
| Employer contribution / active EE | $196 | $3,387-94.2% | $5,433-96.4% | $2,342-91.6% |
| Participant deferral / active EE | $1,633 | $3,086-47.1% | $4,939-66.9% | $3,332-51.0% |
| Admin fee / account holder | $5,333 | $5,698-6.4% | $13,880-61.6% | $4,645+14.8% |