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 | $220,533 | $159,602+38.2% | $150,045+47.0% | $142,382+54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.92% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $436 | $4,961-91.2% | $4,693-90.7% | $4,299-89.8% |
| Participant deferral / active EE | $10,634 | $8,310+28.0% | $7,997+33.0% | $6,507+63.4% |
| Admin fee / account holder | $2,507 | $14,846-83.1% | $13,435-81.3% | $12,624-80.1% |