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 | $20,599 | $183,519-88.8% | $155,509-86.8% | $145,922-85.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 8.69% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $911 | $5,313-82.8% | $4,672-80.5% | $4,660-80.4% |
| Participant deferral / active EE | $2,640 | $6,462-59.1% | $5,626-53.1% | $6,688-60.5% |
| Admin fee / account holder | $3,574 | $19,313-81.5% | $15,912-77.5% | $13,397-73.3% |