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 | $147,159 | $157,256-6.4% | $141,162+4.2% | $152,861-3.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.67% | 64.32%-50.7pp | 71.39%-57.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $170 | $5,261-96.8% | $4,735-96.4% | $4,762-96.4% |
| Participant deferral / active EE | $9,636 | $7,109+35.5% | $6,709+43.6% | $5,850+64.7% |
| Admin fee / account holder | $16,160 | $12,120+33.3% | $10,261+57.5% | $11,596+39.3% |