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 | $46,301 | $201,272-77.0% | $184,203-74.9% | $145,922-68.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.38% | 29.00%-19.6pp | 28.81%-19.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $36 | $7,022-99.5% | $6,427-99.4% | $4,660-99.2% |
| Participant deferral / active EE | $8,000 | $9,806-18.4% | $9,131-12.4% | $6,688+19.6% |
| Admin fee / account holder | $1,125 | $16,364-93.1% | $13,901-91.9% | $13,397-91.6% |