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 | $109,384 | $125,758-13.0% | $169,993-35.7% | $75,163+45.5% |
| Participation rate | 74.3% | 83.6%-9.3pp | 87.0%-12.7pp | 67.2%+7.1pp |
| Annual return | 10.78% | 27.20%-16.4pp | 53.37%-42.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,438 | $6,837-35.1% | $10,408-57.4% | $4,125+7.6% |
| Admin fee / account holder | $7,785 | $8,173-4.8% | $12,815-39.3% | $5,651+37.8% |