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 | $36,834 | $181,894-79.7% | $156,549-76.5% | $273,961-86.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 1.59% | 30.74%-29.1pp | 32.23%-30.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $723 | $6,248-88.4% | $5,501-86.9% | $4,869-85.2% |
| Participant deferral / active EE | $4,296 | $5,550-22.6% | $4,871-11.8% | $5,287-18.7% |
| Admin fee / account holder | $4,039 | $15,559-74.0% | $13,027-69.0% | $10,132-60.1% |