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 | $81,875 | $123,793-33.9% | $177,821-54.0% | $79,858+2.5% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 9.01% | 22.82%-13.8pp | 48.32%-39.3pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,078 | $4,095-73.7% | $5,918-81.8% | $2,471-56.4% |
| Participant deferral / active EE | $4,009 | $5,956-32.7% | $7,714-48.0% | $3,740+7.2% |
| Admin fee / account holder | $2,884 | $7,243-60.2% | $12,427-76.8% | $5,306-45.6% |