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 | $111,118 | $56,053+98.2% | $75,972+46.3% | $80,856+37.4% |
| Participation rate | 76.3% | 62.0%+14.2pp | 69.1%+7.2pp | 67.6%+8.6pp |
| Annual return | -1.38% | 20.53%-21.9pp | 359.55%-360.9pp | 35.59%-37.0pp |
| Employer contribution / active EE | $158 | $1,874-91.5% | $2,685-94.1% | $2,755-94.2% |
| Participant deferral / active EE | $7,200 | $3,052+135.9% | $4,255+69.2% | $4,296+67.6% |
| Admin fee / account holder | $21,420 | $5,234+309.3% | $6,467+231.2% | $6,918+209.6% |