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 | $140,693 | $176,056-20.1% | $159,436-11.8% | $167,490-16.0% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 9.70% | 331.75%-322.0pp | 263.57%-253.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $808 | $5,297-84.7% | $4,829-83.3% | $4,837-83.3% |
| Participant deferral / active EE | $7,086 | $7,750-8.6% | $7,352-3.6% | $6,341+11.7% |
| Admin fee / account holder | $12,109 | $12,554-3.5% | $10,799+12.1% | $12,309-1.6% |