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 | $32,596 | $100,326-67.5% | $180,183-81.9% | $84,808-61.6% |
| Participation rate | 74.3% | 71.0%+3.3pp | 77.4%-3.2pp | 68.3%+6.0pp |
| Annual return | 7.63% | 17.86%-10.2pp | 27.86%-20.2pp | 40.90%-33.3pp |
| Employer contribution / active EE | $926 | $3,269-71.7% | $5,039-81.6% | $2,631-64.8% |
| Participant deferral / active EE | $2,080 | $5,066-58.9% | $6,822-69.5% | $4,212-50.6% |
| Admin fee / account holder | $835 | $9,674-91.4% | $19,975-95.8% | $7,344-88.6% |