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 | $33,858 | $68,719-50.7% | $91,541-63.0% | $84,808-60.1% |
| Participation rate | 86.2% | 64.5%+21.7pp | 69.8%+16.4pp | 68.3%+17.9pp |
| Annual return | 12.40% | 19.12%-6.7pp | 20.50%-8.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $136 | $1,920-92.9% | $2,505-94.6% | $2,631-94.8% |
| Participant deferral / active EE | $2,576 | $3,136-17.9% | $4,008-35.7% | $4,212-38.8% |
| Admin fee / account holder | $5,193 | $5,786-10.3% | $6,956-25.4% | $7,344-29.3% |