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 | $38,842 | $85,766-54.7% | $136,294-71.5% | $70,131-44.6% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 13.29% | 31.45%-18.2pp | 5155.94%-5142.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $493 | $2,966-83.4% | $4,695-89.5% | $2,342-79.0% |
| Participant deferral / active EE | $2,975 | $5,051-41.1% | $6,247-52.4% | $3,332-10.7% |
| Admin fee / account holder | $1,777 | $5,420-67.2% | $9,243-80.8% | $4,645-61.7% |