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 | $29,731 | $105,181-71.7% | $159,436-81.4% | $85,850-65.4% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.8%+7.7pp | 69.3%+21.2pp |
| Annual return | 11.28% | 45.07%-33.8pp | 263.57%-252.3pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,748 | $3,318-47.3% | $4,829-63.8% | $2,565-31.8% |
| Participant deferral / active EE | $2,216 | $5,945-62.7% | $7,352-69.9% | $3,952-43.9% |
| Admin fee / account holder | $313 | $6,933-95.5% | $10,799-97.1% | $6,260-95.0% |