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 7-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 | $11,260 | $60,022-81.2% | $88,946-87.3% | $84,808-86.7% |
| Participation rate | 82.5% | 57.8%+24.7pp | 68.8%+13.7pp | 68.3%+14.2pp |
| Annual return | 11.72% | 22.43%-10.7pp | 57.82%-46.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $257 | $1,703-84.9% | $2,555-89.9% | $2,631-90.2% |
| Participant deferral / active EE | $2,630 | $3,114-15.5% | $4,581-42.6% | $4,212-37.6% |
| Admin fee / account holder | $1,472 | $4,811-69.4% | $8,261-82.2% | $7,344-80.0% |