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 | $97,793 | $217,402-55.0% | $185,823-47.4% | $167,490-41.6% |
| Participation rate | 73.3% | 86.0%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 6.81% | 148.36%-141.5pp | 122.05%-115.2pp | 478.56%-471.7pp |
| Employer contribution / active EE | $1,131 | $5,873-80.7% | $5,167-78.1% | $4,837-76.6% |
| Participant deferral / active EE | $3,084 | $6,356-51.5% | $5,568-44.6% | $6,341-51.4% |
| Admin fee / account holder | $383 | $19,811-98.1% | $16,237-97.6% | $12,309-96.9% |