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 | $178,892 | $127,065+40.8% | $113,168+58.1% | $142,382+25.6% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 9.17% | 24.03%-14.9pp | 24.27%-15.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $687 | $3,442-80.0% | $2,975-76.9% | $4,299-84.0% |
| Participant deferral / active EE | $7,591 | $5,716+32.8% | $5,107+48.6% | $6,507+16.7% |
| Admin fee / account holder | $20,916 | $15,736+32.9% | $12,068+73.3% | $12,624+65.7% |