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 | $59,953 | $95,803-37.4% | $113,168-47.0% | $84,808-29.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 5.03% | 25.00%-20.0pp | 24.27%-19.2pp | 40.90%-35.9pp |
| Employer contribution / active EE | $502 | $2,360-78.7% | $2,975-83.1% | $2,631-80.9% |
| Participant deferral / active EE | $3,874 | $4,242-8.7% | $5,107-24.1% | $4,212-8.0% |
| Admin fee / account holder | $7,829 | $8,989-12.9% | $12,068-35.1% | $7,344+6.6% |