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 | $71,944 | $127,777-43.7% | $106,548-32.5% | $167,490-57.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.61% | 33.87%-26.3pp | 26.80%-19.2pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,432 | $3,427-58.2% | $2,819-49.2% | $4,837-70.4% |
| Participant deferral / active EE | $1,019 | $5,087-80.0% | $4,398-76.8% | $6,341-83.9% |
| Admin fee / account holder | $2,600 | $11,228-76.8% | $7,407-64.9% | $12,309-78.9% |