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 | $124,856 | $124,185+0.5% | $108,410+15.2% | $167,490-25.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.22% | 1379.64%-1376.4pp | 905.27%-902.1pp | 478.56%-475.3pp |
| Employer contribution / active EE | $880 | $4,187-79.0% | $3,558-75.3% | $4,837-81.8% |
| Participant deferral / active EE | $1,097 | $6,908-84.1% | $6,563-83.3% | $6,341-82.7% |
| Admin fee / account holder | $361 | $9,455-96.2% | $7,295-95.0% | $12,309-97.1% |