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 | $37,779 | $168,632-77.6% | $147,614-74.4% | $125,391-69.9% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -7.60% | 77.65%-85.2pp | 61.98%-69.6pp | 282.22%-289.8pp |
| Employer contribution / active EE | $533 | $6,252-91.5% | $5,564-90.4% | $4,866-89.0% |
| Participant deferral / active EE | $4,927 | $5,507-10.5% | $4,895+0.6% | $5,352-7.9% |
| Admin fee / account holder | $2,010 | $13,580-85.2% | $11,611-82.7% | $9,540-78.9% |