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 | $91,898 | $98,750-6.9% | $149,696-38.6% | $79,858+15.1% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 11.65% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,730 | $5,680-16.7% | $6,842-30.9% | $3,740+26.5% |
| Admin fee / account holder | $635 | $6,053-89.5% | $9,309-93.2% | $5,306-88.0% |