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 5-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 | $84,622 | $111,754-24.3% | $103,333-18.1% | $145,922-42.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.77% | 24.77%-18.0pp | 24.88%-18.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $38,167 | $4,212+806.0% | $3,868+886.8% | $4,660+719.1% |
| Participant deferral / active EE | $1,226 | $5,619-78.2% | $5,057-75.8% | $6,688-81.7% |
| Admin fee / account holder | $831 | $9,750-91.5% | $8,355-90.1% | $13,397-93.8% |