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 | $105,505 | $172,478-38.8% | $145,661-27.6% | $142,382-25.9% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.2%-5.8pp | 80.1%-8.7pp |
| Annual return | 9.08% | 151.09%-142.0pp | 101.46%-92.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,914 | $8,348-41.1% | $7,198-31.7% | $6,507-24.5% |
| Admin fee / account holder | $6,531 | $16,864-61.3% | $12,466-47.6% | $12,624-48.3% |