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 3-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 | $53,135 | $177,572-70.1% | $154,803-65.7% | $142,382-62.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -10.34% | 65.07%-75.4pp | 58.88%-69.2pp | 217.08%-227.4pp |
| Employer contribution / active EE | $600 | $4,810-87.5% | $4,305-86.1% | $4,299-86.0% |
| Participant deferral / active EE | $8,680 | $6,272+38.4% | $5,540+56.7% | $6,507+33.4% |
| Admin fee / account holder | $10,953 | $16,786-34.8% | $14,329-23.6% | $12,624-13.2% |