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 | $225,651 | $175,202+28.8% | $149,673+50.8% | $139,434+61.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.20% | 166.71%-159.5pp | 134.42%-127.2pp | 372.94%-365.7pp |
| Employer contribution / active EE | $5,856 | $5,474+7.0% | $4,818+21.6% | $4,751+23.3% |
| Participant deferral / active EE | $1,768 | $6,519-72.9% | $5,680-68.9% | $6,710-73.7% |
| Admin fee / account holder | $2,026 | $16,150-87.5% | $13,210-84.7% | $11,403-82.2% |