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 5-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 | $31,050 | $148,534-79.1% | $135,903-77.2% | $139,434-77.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.69% | 79.19%-73.5pp | 68.23%-62.5pp | 372.94%-367.2pp |
| Employer contribution / active EE | $562 | $5,243-89.3% | $4,856-88.4% | $4,751-88.2% |
| Participant deferral / active EE | $8,374 | $8,100+3.4% | $7,758+7.9% | $6,710+24.8% |
| Admin fee / account holder | $3,840 | $12,400-69.0% | $10,762-64.3% | $11,403-66.3% |