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 5-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 | $74,855 | $61,774+21.2% | $97,226-23.0% | $80,856-7.4% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.7%+19.0pp | 67.6%+24.0pp |
| Annual return | 0.15% | -557.90%+558.1pp | 75.13%-75.0pp | 35.59%-35.4pp |
| Employer contribution / active EE | $6,417 | $1,837+249.4% | $2,729+135.2% | $2,755+132.9% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,870 | $5,166-25.1% | $5,654-31.6% | $6,918-44.1% |