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 6-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 | $22,185 | $81,460-72.8% | $103,333-78.5% | $80,856-72.6% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 6.70% | 25.55%-18.8pp | 24.88%-18.2pp | 35.59%-28.9pp |
| Employer contribution / active EE | $711 | $3,105-77.1% | $3,868-81.6% | $2,755-74.2% |
| Participant deferral / active EE | $1,762 | $3,869-54.4% | $5,057-65.2% | $4,296-59.0% |
| Admin fee / account holder | $1,451 | $6,566-77.9% | $8,355-82.6% | $6,918-79.0% |