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 | $11,605 | $46,553-75.1% | $64,056-81.9% | $75,163-84.6% |
| Participation rate | 89.2% | 65.9%+23.3pp | 72.3%+16.9pp | 67.2%+22.1pp |
| Annual return | 5.42% | 26.03%-20.6pp | 33.69%-28.3pp | 160.62%-155.2pp |
| Employer contribution / active EE | $318 | $1,974-83.9% | $2,747-88.4% | $2,670-88.1% |
| Participant deferral / active EE | $1,278 | $2,837-54.9% | $3,880-67.1% | $4,125-69.0% |
| Admin fee / account holder | $1,294 | $2,952-56.2% | $3,068-57.8% | $5,651-77.1% |