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 7-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 | $202,518 | $45,035+349.7% | $62,995+221.5% | $70,131+188.8% |
| Participation rate | 94.2% | 69.5%+24.7pp | 74.8%+19.4pp | 69.5%+24.7pp |
| Annual return | 9.12% | 18.76%-9.6pp | 87.57%-78.4pp | 73.14%-64.0pp |
| Employer contribution / active EE | $2,932 | $2,051+42.9% | $2,759+6.3% | $2,342+25.2% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,157 | $2,834+81.9% | $3,600+43.2% | $4,645+11.0% |