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 4-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 | $40,287 | $159,901-74.8% | $146,958-72.6% | $145,922-72.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.00% | 98.13%-89.1pp | 418.34%-409.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $616 | $5,286-88.4% | $4,933-87.5% | $4,660-86.8% |
| Participant deferral / active EE | $4,322 | $8,428-48.7% | $8,070-46.4% | $6,688-35.4% |
| Admin fee / account holder | $1,124 | $15,044-92.5% | $12,998-91.4% | $13,397-91.6% |