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 | $40,922 | $159,602-74.4% | $150,045-72.7% | $142,382-71.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.33% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,190 | $4,961-35.7% | $4,693-32.0% | $4,299-25.8% |
| Participant deferral / active EE | $572 | $8,310-93.1% | $7,997-92.8% | $6,507-91.2% |
| Admin fee / account holder | $608 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |