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 | $47,149 | $92,222-48.9% | $76,768-38.6% | $135,375-65.2% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -9.22% | 5.46%-14.7pp | 2.43%-11.6pp | 519.73%-529.0pp |
| Employer contribution / active EE | $406 | $3,216-87.4% | $2,485-83.6% | $4,779-91.5% |
| Participant deferral / active EE | $2,132 | $4,509-52.7% | $3,852-44.6% | $5,609-62.0% |
| Admin fee / account holder | $417 | $10,748-96.1% | $6,675-93.8% | $10,827-96.2% |