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.
Participant 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 | $153,944 | $99,652+54.5% | $78,778+95.4% | $147,584+4.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 3.83% | 47.28%-43.4pp | 35.62%-31.8pp | 578.55%-574.7pp |
| Employer contribution / active EE | $3,515 | $2,796+25.7% | $1,986+77.0% | $4,876-27.9% |
| Participant deferral / active EE | $322 | $3,664-91.2% | $2,958-89.1% | $5,439-94.1% |
| Admin fee / account holder | $35,718 | $7,155+399.2% | $5,134+595.7% | $10,885+228.1% |