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 | $40,462 | $63,114-35.9% | $92,893-56.4% | $65,185-37.9% |
| Participation rate | 92.4% | 68.8%+23.6pp | 76.0%+16.4pp | 70.2%+22.2pp |
| Annual return | 9.94% | 28.75%-18.8pp | 109.41%-99.5pp | 29.38%-19.4pp |
| Employer contribution / active EE | $7,181 | $2,571+179.4% | $3,653+96.6% | $2,177+229.9% |
| Participant deferral / active EE | $857 | $3,108-72.4% | $4,236-79.8% | $3,514-75.6% |
| Admin fee / account holder | $4,616 | $624+640.1% | $5,794-20.3% | $847+444.9% |