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 8-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 | $62,592 | $135,635-53.9% | $110,238-43.2% | $135,375-53.8% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.8%+6.8pp | 82.6%+4.0pp |
| Annual return | -8.90% | 513.19%-522.1pp | 314.74%-323.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $474 | $4,906-90.3% | $3,826-87.6% | $4,779-90.1% |
| Participant deferral / active EE | $6,717 | $5,506+22.0% | $4,672+43.8% | $5,609+19.8% |
| Admin fee / account holder | $3,021 | $11,457-73.6% | $8,547-64.7% | $10,827-72.1% |