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 | $139,192 | $88,707+56.9% | $74,183+87.6% | $273,961-49.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.92% | 11.94%-11.0pp | 17.74%-16.8pp | 41.45%-40.5pp |
| Employer contribution / active EE | $467 | $3,159-85.2% | $2,370-80.3% | $4,869-90.4% |
| Participant deferral / active EE | $1,894 | $4,212-55.0% | $3,550-46.6% | $5,287-64.2% |
| Admin fee / account holder | $17,160 | $8,717+96.9% | $5,586+207.2% | $10,132+69.4% |