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 | $83,467 | $102,317-18.4% | $146,958-43.2% | $80,856+3.2% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 10.15% | 134.76%-124.6pp | 418.34%-408.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,062 | $6,644-23.8% | $8,070-37.3% | $4,296+17.8% |
| Admin fee / account holder | $16,716 | $7,941+110.5% | $12,998+28.6% | $6,918+141.6% |