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 | $27,156 | $77,314-64.9% | $177,989-84.7% | $80,856-66.4% |
| Participation rate | 81.8% | 65.7%+16.1pp | 77.1%+4.7pp | 67.6%+14.2pp |
| Annual return | 8.26% | 18.09%-9.8pp | 294.48%-286.2pp | 35.59%-27.3pp |
| Employer contribution / active EE | $481 | $2,292-79.0% | $3,949-87.8% | $2,755-82.5% |
| Participant deferral / active EE | $1,420 | $4,411-67.8% | $6,276-77.4% | $4,296-67.0% |
| Admin fee / account holder | $322 | $7,191-95.5% | $10,363-96.9% | $6,918-95.3% |