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 | $38,846 | $171,865-77.4% | $149,718-74.1% | $147,584-73.7% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 7.46% | 2113.22%-2105.8pp | 1501.63%-1494.2pp | 578.55%-571.1pp |
| Employer contribution / active EE | $5,763 | $6,275-8.2% | $5,445+5.8% | $4,876+18.2% |
| Participant deferral / active EE | $1,891 | $7,271-74.0% | $6,569-71.2% | $5,439-65.2% |
| Admin fee / account holder | $2,690 | $13,799-80.5% | $11,283-76.2% | $10,885-75.3% |