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 | $58,629 | $197,591-70.3% | $177,821-67.0% | $158,922-63.1% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 6.49% | 58.76%-52.3pp | 48.32%-41.8pp | 302.83%-296.3pp |
| Employer contribution / active EE | $6,132 | $6,697-8.4% | $5,918+3.6% | $4,761+28.8% |
| Participant deferral / active EE | $2,327 | $8,405-72.3% | $7,714-69.8% | $5,982-61.1% |
| Admin fee / account holder | $2,580 | $15,399-83.2% | $12,427-79.2% | $11,246-77.1% |