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 | $30,191 | $126,574-76.1% | $106,213-71.6% | $145,922-79.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.13% | 224.79%-217.7pp | 116.14%-109.0pp | 561.29%-554.2pp |
| Employer contribution / active EE | $328 | $3,730-91.2% | $3,171-89.7% | $4,660-93.0% |
| Participant deferral / active EE | $6,621 | $5,724+15.7% | $5,016+32.0% | $6,688-1.0% |
| Admin fee / account holder | $1,426 | $17,304-91.8% | $11,033-87.1% | $13,397-89.4% |