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 | $17,333 | $60,892-71.5% | $82,389-79.0% | $84,808-79.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 7.05% | 37.29%-30.2pp | 28.67%-21.6pp | 40.90%-33.8pp |
| Employer contribution / active EE | $168 | $1,779-90.6% | $2,517-93.3% | $2,631-93.6% |
| Participant deferral / active EE | $1,461 | $3,179-54.0% | $4,155-64.8% | $4,212-65.3% |
| Admin fee / account holder | $334 | $5,467-93.9% | $7,231-95.4% | $7,344-95.4% |