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 | $58,181 | $85,766-32.2% | $136,294-57.3% | $70,131-17.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 13.91% | 31.45%-17.5pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $430 | $2,966-85.5% | $4,695-90.8% | $2,342-81.6% |
| Participant deferral / active EE | $2,417 | $5,051-52.2% | $6,247-61.3% | $3,332-27.5% |
| Admin fee / account holder | $742 | $5,420-86.3% | $9,243-92.0% | $4,645-84.0% |