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 | $106,846 | $148,534-28.1% | $135,903-21.4% | $139,434-23.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 11.57% | 79.19%-67.6pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,399 | $5,243-54.2% | $4,856-50.6% | $4,751-49.5% |
| Participant deferral / active EE | $2,448 | $8,100-69.8% | $7,758-68.4% | $6,710-63.5% |
| Admin fee / account holder | $4,332 | $12,400-65.1% | $10,762-59.7% | $11,403-62.0% |