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 | $44,552 | $80,968-45.0% | $96,544-53.9% | $75,163-40.7% |
| Participation rate | 82.1% | 71.8%+10.3pp | 76.0%+6.1pp | 67.2%+14.9pp |
| Annual return | 11.81% | 27.06%-15.2pp | 25.84%-14.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $180 | $2,282-92.1% | $2,965-93.9% | $2,670-93.3% |
| Participant deferral / active EE | $2,229 | $3,928-43.3% | $4,851-54.0% | $4,125-46.0% |
| Admin fee / account holder | $1,694 | $6,724-74.8% | $8,252-79.5% | $5,651-70.0% |