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 | $122,631 | $124,185-1.3% | $108,410+13.1% | $167,490-26.8% |
| Participation rate | 90.0% | 82.3%+7.7pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 6.43% | 1379.64%-1373.2pp | 905.27%-898.8pp | 478.56%-472.1pp |
| Employer contribution / active EE | $162 | $4,187-96.1% | $3,558-95.5% | $4,837-96.7% |
| Participant deferral / active EE | $7,875 | $6,908+14.0% | $6,563+20.0% | $6,341+24.2% |
| Admin fee / account holder | $4,541 | $9,455-52.0% | $7,295-37.7% | $12,309-63.1% |