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 | $19,647 | $77,899-74.8% | $149,673-86.9% | $75,163-73.9% |
| Participation rate | 90.4% | 65.6%+24.8pp | 78.8%+11.6pp | 67.2%+23.2pp |
| Annual return | 12.15% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $896 | $3,137-71.4% | $4,818-81.4% | $2,670-66.4% |
| Participant deferral / active EE | $796 | $3,411-76.7% | $5,680-86.0% | $4,125-80.7% |
| Admin fee / account holder | $2,124 | $5,956-64.3% | $13,210-83.9% | $5,651-62.4% |