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 | $62,438 | $89,355-30.1% | $141,162-55.8% | $72,985-14.5% |
| Participation rate | 80.6% | 75.1%+5.4pp | 82.5%-1.9pp | 69.5%+11.1pp |
| Annual return | 18.51% | 111.85%-93.3pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $368 | $3,114-88.2% | $4,735-92.2% | $2,440-84.9% |
| Participant deferral / active EE | $2,684 | $5,418-50.5% | $6,709-60.0% | $3,607-25.6% |
| Admin fee / account holder | $1,804 | $5,958-69.7% | $10,261-82.4% | $5,124-64.8% |