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 | $202,429 | $167,307+21.0% | $143,757+40.8% | $134,475+50.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.93% | 0.46%-27.4pp | -0.04%-26.9pp | 417.96%-444.9pp |
| Employer contribution / active EE | $331 | $5,619-94.1% | $4,951-93.3% | $4,740-93.0% |
| Participant deferral / active EE | $17,333 | $6,446+168.9% | $5,637+207.5% | $6,400+170.8% |
| Admin fee / account holder | $1,573 | $18,088-91.3% | $14,673-89.3% | $11,426-86.2% |