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 | $76,806 | $100,754-23.8% | $86,677-11.4% | $134,475-42.9% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -22.45% | 29.04%-51.5pp | 35.91%-58.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $503 | $3,489-85.6% | $2,836-82.3% | $4,740-89.4% |
| Participant deferral / active EE | $2,963 | $5,338-44.5% | $4,656-36.4% | $6,400-53.7% |
| Admin fee / account holder | $903 | $10,926-91.7% | $7,493-87.9% | $11,426-92.1% |