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 | $136,688 | $105,998+29.0% | $92,233+48.2% | $147,584-7.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 7.88% | 50.05%-42.2pp | 176.28%-168.4pp | 578.55%-570.7pp |
| Employer contribution / active EE | $680 | $4,333-84.3% | $3,679-81.5% | $4,876-86.1% |
| Participant deferral / active EE | $2,238 | $4,478-50.0% | $3,897-42.6% | $5,439-58.8% |
| Admin fee / account holder | $1,952 | $6,332-69.2% | $5,194-62.4% | $10,885-82.1% |