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 | $75,304 | $176,056-57.2% | $159,436-52.8% | $167,490-55.0% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 8.73% | 331.75%-323.0pp | 263.57%-254.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $950 | $5,297-82.1% | $4,829-80.3% | $4,837-80.4% |
| Participant deferral / active EE | $9,808 | $7,750+26.6% | $7,352+33.4% | $6,341+54.7% |
| Admin fee / account holder | $1,578 | $12,554-87.4% | $10,799-85.4% | $12,309-87.2% |