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 | $78,680 | $109,881-28.4% | $150,045-47.6% | $84,808-7.2% |
| Participation rate | 80.6% | 76.1%+4.6pp | 82.3%-1.7pp | 68.3%+12.3pp |
| Annual return | 12.46% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $643 | $3,561-81.9% | $4,693-86.3% | $2,631-75.6% |
| Participant deferral / active EE | $3,113 | $6,636-53.1% | $7,997-61.1% | $4,212-26.1% |
| Admin fee / account holder | $1,550 | $8,568-81.9% | $13,435-88.5% | $7,344-78.9% |