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 4-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 | $136,942 | $61,774+121.7% | $97,226+40.8% | $80,856+69.4% |
| Participation rate | 98.2% | 63.5%+34.7pp | 72.7%+25.6pp | 67.6%+30.6pp |
| Annual return | -15.85% | -557.90%+542.1pp | 75.13%-91.0pp | 35.59%-51.4pp |
| Employer contribution / active EE | $28,109 | $1,837+1430.5% | $2,729+930.1% | $2,755+920.3% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13,273 | $5,166+156.9% | $5,654+134.8% | $6,918+91.9% |