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 | $131,786 | $115,770+13.8% | $101,248+30.2% | $158,922-17.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.24% | 56.14%-48.9pp | 46.47%-39.2pp | 302.83%-295.6pp |
| Employer contribution / active EE | $11,275 | $4,175+170.1% | $3,660+208.1% | $4,761+136.8% |
| Participant deferral / active EE | $1,066 | $4,957-78.5% | $4,370-75.6% | $5,982-82.2% |
| Admin fee / account holder | $399 | $7,245-94.5% | $5,945-93.3% | $11,246-96.5% |