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 | $44,834 | $69,515-35.5% | $86,874-48.4% | $85,850-47.8% |
| Participation rate | 71.4% | 66.3%+5.1pp | 71.6%-0.2pp | 69.3%+2.1pp |
| Annual return | 7.02% | 20.12%-13.1pp | 63.52%-56.5pp | 318.53%-311.5pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,566 | $2,919-46.4% | $3,699-57.7% | $3,952-60.4% |
| Admin fee / account holder | $839 | $5,972-86.0% | $5,828-85.6% | $6,260-86.6% |