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 9-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 | $52,222 | $201,272-74.1% | $184,203-71.6% | $145,922-64.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.03% | 29.00%-26.0pp | 28.81%-25.8pp | 561.29%-558.3pp |
| Employer contribution / active EE | $1,062 | $7,022-84.9% | $6,427-83.5% | $4,660-77.2% |
| Participant deferral / active EE | $8,547 | $9,806-12.8% | $9,131-6.4% | $6,688+27.8% |
| Admin fee / account holder | $2,117 | $16,364-87.1% | $13,901-84.8% | $13,397-84.2% |