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 4-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 | $1,722 | $29,660-94.2% | $56,411-96.9% | $80,856-97.9% |
| Participation rate | 96.8% | 41.6%+55.1pp | 52.5%+44.3pp | 67.6%+29.1pp |
| Annual return | -11.59% | 35.23%-46.8pp | 1701.33%-1712.9pp | 35.59%-47.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $875 | $1,226-28.6% | $1,952-55.2% | $4,296-79.6% |
| Admin fee / account holder | $474 | $2,428-80.5% | $2,829-83.2% | $6,918-93.2% |