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 | $99,340 | $168,632-41.1% | $147,614-32.7% | $125,391-20.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.23% | 77.65%-81.9pp | 61.98%-66.2pp | 282.22%-286.5pp |
| Employer contribution / active EE | $583 | $6,252-90.7% | $5,564-89.5% | $4,866-88.0% |
| Participant deferral / active EE | $5,827 | $5,507+5.8% | $4,895+19.0% | $5,352+8.9% |
| Admin fee / account holder | $1,969 | $13,580-85.5% | $11,611-83.0% | $9,540-79.4% |