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 | $137,330 | $96,484+42.3% | $75,886+81.0% | $152,861-10.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | -1.41% | 33.98%-35.4pp | 30.76%-32.2pp | 345.32%-346.7pp |
| Employer contribution / active EE | -$1,586 | $3,309-147.9% | $2,500-163.4% | $4,762-133.3% |
| Participant deferral / active EE | $11,575 | $4,553+154.2% | $3,603+221.3% | $5,850+97.9% |
| Admin fee / account holder | $543 | $8,078-93.3% | $5,418-90.0% | $11,596-95.3% |