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 | $29,342 | $52,884-44.5% | $84,750-65.4% | $55,167-46.8% |
| Participation rate | 95.3% | 67.5%+27.8pp | 76.6%+18.7pp | 69.0%+26.3pp |
| Annual return | 2.26% | 18.03%-15.8pp | 22.78%-20.5pp | 169.23%-167.0pp |
| Employer contribution / active EE | $7,227 | $2,233+223.6% | $3,574+102.2% | $1,963+268.3% |
| Participant deferral / active EE | $657 | $2,644-75.1% | $3,712-82.3% | $3,054-78.5% |
| Admin fee / account holder | $4,036 | $581+595.0% | $5,332-24.3% | $504+700.9% |