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 8-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 | $42,035 | $183,963-77.2% | $162,163-74.1% | $152,861-72.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 3.51% | 150.76%-147.3pp | 115.59%-112.1pp | 345.32%-341.8pp |
| Employer contribution / active EE | $1,086 | $6,371-83.0% | $5,614-80.7% | $4,762-77.2% |
| Participant deferral / active EE | $8,546 | $8,034+6.4% | $7,298+17.1% | $5,850+46.1% |
| Admin fee / account holder | $452 | $13,121-96.6% | $10,843-95.8% | $11,596-96.1% |