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 | $57,387 | $93,571-38.7% | $135,903-57.8% | $75,163-23.7% |
| Participation rate | 72.4% | 75.2%-2.8pp | 81.9%-9.5pp | 67.2%+5.2pp |
| Annual return | 13.00% | 30.90%-17.9pp | 68.23%-55.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $487 | $3,537-86.2% | $4,856-90.0% | $2,670-81.8% |
| Participant deferral / active EE | $2,554 | $6,404-60.1% | $7,758-67.1% | $4,125-38.1% |
| Admin fee / account holder | $3,321 | $6,975-52.4% | $10,762-69.1% | $5,651-41.2% |