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 | $54,183 | $183,963-70.5% | $162,163-66.6% | $152,861-64.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 11.57% | 150.76%-139.2pp | 115.59%-104.0pp | 345.32%-333.7pp |
| Employer contribution / active EE | $6,367 | $6,371-0.1% | $5,614+13.4% | $4,762+33.7% |
| Participant deferral / active EE | $1,366 | $8,034-83.0% | $7,298-81.3% | $5,850-76.7% |
| Admin fee / account holder | $3,160 | $13,121-75.9% | $10,843-70.9% | $11,596-72.8% |