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 | $247,376 | $69,207+257.4% | $64,056+286.2% | $139,434+77.4% |
| Participation rate | 78.9% | 75.6%+3.4pp | 72.3%+6.6pp | 80.3%-1.4pp |
| Annual return | 9.96% | 45.88%-35.9pp | 33.69%-23.7pp | 372.94%-363.0pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,042 | $4,682+7.7% | $3,880+29.9% | $6,710-24.9% |
| Admin fee / account holder | $4,368 | $4,244+2.9% | $3,068+42.4% | $11,403-61.7% |