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 | $32,363 | $127,777-74.7% | $106,548-69.6% | $167,490-80.7% |
| Participation rate | 84.2% | 78.3%+5.9pp | 76.1%+8.1pp | 82.1%+2.1pp |
| Annual return | 8.27% | 33.87%-25.6pp | 26.80%-18.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $241 | $3,427-93.0% | $2,819-91.5% | $4,837-95.0% |
| Participant deferral / active EE | $1,407 | $5,087-72.3% | $4,398-68.0% | $6,341-77.8% |
| Admin fee / account holder | $748 | $11,228-93.3% | $7,407-89.9% | $12,309-93.9% |