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 | $196,698 | $179,726+9.4% | $156,263+25.9% | $142,382+38.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.11% | 77.86%-67.8pp | 59.47%-49.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $802 | $5,069-84.2% | $4,333-81.5% | $4,299-81.3% |
| Participant deferral / active EE | $4,896 | $6,956-29.6% | $6,158-20.5% | $6,507-24.8% |
| Admin fee / account holder | $10,364 | $17,272-40.0% | $14,255-27.3% | $12,624-17.9% |