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 | $164,402 | $167,307-1.7% | $143,757+14.4% | $134,475+22.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.46% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,094 | $5,619-80.5% | $4,951-77.9% | $4,740-76.9% |
| Participant deferral / active EE | $8,077 | $6,446+25.3% | $5,637+43.3% | $6,400+26.2% |
| Admin fee / account holder | $3,679 | $18,088-79.7% | $14,673-74.9% | $11,426-67.8% |