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 6-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 | $166,924 | $179,726-7.1% | $156,263+6.8% | $142,382+17.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.42% | 77.86%-68.4pp | 59.47%-50.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $825 | $5,069-83.7% | $4,333-81.0% | $4,299-80.8% |
| Participant deferral / active EE | $7,690 | $6,956+10.6% | $6,158+24.9% | $6,507+18.2% |
| Admin fee / account holder | $8,888 | $17,272-48.5% | $14,255-37.6% | $12,624-29.6% |