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 | $151,392 | $109,881+37.8% | $150,045+0.9% | $84,808+78.5% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 10.78% | 28.25%-17.5pp | 62.55%-51.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $513 | $3,561-85.6% | $4,693-89.1% | $2,631-80.5% |
| Participant deferral / active EE | $10,011 | $6,636+50.9% | $7,997+25.2% | $4,212+137.7% |
| Admin fee / account holder | $3,964 | $8,568-53.7% | $13,435-70.5% | $7,344-46.0% |