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 | $185,146 | $106,515+73.8% | $96,683+91.5% | $139,434+32.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.45% | 38.43%-30.0pp | 35.69%-27.2pp | 372.94%-364.5pp |
| Employer contribution / active EE | $21,190 | $4,103+416.5% | $3,737+467.1% | $4,751+346.0% |
| Participant deferral / active EE | $538 | $5,454-90.1% | $4,878-89.0% | $6,710-92.0% |
| Admin fee / account holder | $9,198 | $7,877+16.8% | $6,730+36.7% | $11,403-19.3% |