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 | $58,199 | $150,440-61.3% | $136,294-57.3% | $147,584-60.6% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 8.15% | 1049.08%-1040.9pp | 5155.94%-5147.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,623 | $5,256-69.1% | $4,695-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $1,604 | $6,630-75.8% | $6,247-74.3% | $5,439-70.5% |
| Admin fee / account holder | $358 | $10,905-96.7% | $9,243-96.1% | $10,885-96.7% |