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 7-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 | $16,422 | $39,019-57.9% | $80,716-79.7% | $85,850-80.9% |
| Participation rate | 71.0% | 41.5%+29.4pp | 54.2%+16.8pp | 69.3%+1.7pp |
| Annual return | 9.42% | 26.27%-16.8pp | 87.28%-77.9pp | 318.53%-309.1pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,052 | $1,326-20.7% | $2,146-51.0% | $3,952-73.4% |
| Admin fee / account holder | $409 | $2,431-83.2% | $3,380-87.9% | $6,260-93.5% |