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 5-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 | $79,326 | $214,378-63.0% | $200,582-60.5% | $142,382-44.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 9.98% | 46.41%-36.4pp | 42.33%-32.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,273 | $6,841-81.4% | $6,419-80.2% | $4,299-70.4% |
| Participant deferral / active EE | $5,389 | $9,865-45.4% | $9,331-42.3% | $6,507-17.2% |
| Admin fee / account holder | $319 | $17,692-98.2% | $16,305-98.0% | $12,624-97.5% |