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 | $70,664 | $102,317-30.9% | $146,958-51.9% | $80,856-12.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 10.07% | 134.76%-124.7pp | 418.34%-408.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $684 | $3,713-81.6% | $4,933-86.1% | $2,755-75.2% |
| Participant deferral / active EE | $3,343 | $6,644-49.7% | $8,070-58.6% | $4,296-22.2% |
| Admin fee / account holder | $1,831 | $7,941-76.9% | $12,998-85.9% | $6,918-73.5% |