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 | $82,930 | $155,788-46.8% | $124,672-33.5% | $167,490-50.5% |
| Participation rate | 81.3% | 81.1%+0.1pp | 74.6%+6.6pp | 82.1%-0.9pp |
| Annual return | 8.66% | 17.97%-9.3pp | 5142.93%-5134.3pp | 478.56%-469.9pp |
| Employer contribution / active EE | $425 | $4,163-89.8% | $3,324-87.2% | $4,837-91.2% |
| Participant deferral / active EE | $5,204 | $5,673-8.3% | $4,614+12.8% | $6,341-17.9% |
| Admin fee / account holder | $302 | $9,531-96.8% | $7,493-96.0% | $12,309-97.5% |