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 | $59,992 | $77,503-22.6% | $100,391-40.2% | $80,856-25.8% |
| Participation rate | 88.7% | 76.9%+11.8pp | 81.5%+7.2pp | 67.6%+21.1pp |
| Annual return | 11.65% | 37.20%-25.5pp | 49.20%-37.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $216 | $2,801-92.3% | $3,942-94.5% | $2,755-92.2% |
| Participant deferral / active EE | $13,418 | $6,820+96.7% | $8,082+66.0% | $4,296+212.4% |
| Admin fee / account holder | $9,624 | $5,897+63.2% | $7,899+21.8% | $6,918+39.1% |