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 | $84,581 | $62,573+35.2% | $85,682-1.3% | $85,850-1.5% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.9%+5.1pp | 69.3%+5.7pp |
| Annual return | 9.44% | 23.77%-14.3pp | 21.49%-12.0pp | 318.53%-309.1pp |
| Employer contribution / active EE | $140 | $1,757-92.0% | $2,618-94.6% | $2,565-94.5% |
| Participant deferral / active EE | $4,740 | $2,802+69.1% | $3,923+20.8% | $3,952+19.9% |
| Admin fee / account holder | $625 | $4,640-86.5% | $6,873-90.9% | $6,260-90.0% |