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 | $37,787 | $73,004-48.2% | $90,749-58.4% | $68,494-44.8% |
| Participation rate | 78.4% | 70.8%+7.5pp | 75.7%+2.7pp | 67.9%+10.5pp |
| Annual return | -20.23% | -13.81%-6.4pp | -12.16%-8.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,659 | $3,627-26.7% | $4,564-41.7% | $4,027-34.0% |
| Admin fee / account holder | $1,249 | $5,896-78.8% | $8,445-85.2% | $5,403-76.9% |