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 | $92,616 | $109,359-15.3% | $162,163-42.9% | $72,985+26.9% |
| Participation rate | 78.9% | 84.3%-5.3pp | 87.6%-8.6pp | 69.5%+9.5pp |
| Annual return | 13.01% | 25.46%-12.5pp | 115.59%-102.6pp | 81.00%-68.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,032 | $5,481-44.7% | $7,298-58.5% | $3,607-16.0% |
| Admin fee / account holder | $1,209 | $7,972-84.8% | $10,843-88.9% | $5,124-76.4% |