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 9-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 | $47,894 | $96,128-50.2% | $136,007-64.8% | $80,856-40.8% |
| Participation rate | 88.2% | 71.2%+17.0pp | 76.5%+11.8pp | 67.6%+20.6pp |
| Annual return | 10.38% | 28.71%-18.3pp | 579.32%-568.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $654 | $3,351-80.5% | $4,217-84.5% | $2,755-76.3% |
| Participant deferral / active EE | $2,748 | $5,709-51.9% | $7,025-60.9% | $4,296-36.0% |
| Admin fee / account holder | $803 | $8,236-90.3% | $6,858-88.3% | $6,918-88.4% |