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 | $38,932 | $114,381-66.0% | $107,525-63.8% | $142,382-72.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -1.49% | 242.71%-244.2pp | 181.32%-182.8pp | 217.08%-218.6pp |
| Employer contribution / active EE | $22,133 | $4,015+451.3% | $3,754+489.7% | $4,299+414.8% |
| Participant deferral / active EE | $329 | $5,564-94.1% | $5,116-93.6% | $6,507-94.9% |
| Admin fee / account holder | $7,808 | $9,860-20.8% | $8,919-12.5% | $12,624-38.2% |