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 | $13,220 | $111,754-88.2% | $103,333-87.2% | $145,922-90.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | -12.82% | 24.77%-37.6pp | 24.88%-37.7pp | 561.29%-574.1pp |
| Employer contribution / active EE | $181 | $4,212-95.7% | $3,868-95.3% | $4,660-96.1% |
| Participant deferral / active EE | $2,642 | $5,619-53.0% | $5,057-47.8% | $6,688-60.5% |
| Admin fee / account holder | $2,683 | $9,750-72.5% | $8,355-67.9% | $13,397-80.0% |