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 | $25,743 | $77,813-66.9% | $123,544-79.2% | $64,186-59.9% |
| Participation rate | 87.8% | 74.7%+13.0pp | 82.3%+5.5pp | 69.6%+18.2pp |
| Annual return | -11.17% | 12.48%-23.7pp | 119.20%-130.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $415 | $3,014-86.2% | $4,628-91.0% | $2,381-82.6% |
| Participant deferral / active EE | $10,673 | $5,240+103.7% | $6,426+66.1% | $3,470+207.6% |
| Admin fee / account holder | $1,817 | $5,519-67.1% | $9,284-80.4% | $4,888-62.8% |