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 | $54,897 | $67,606-18.8% | $82,313-33.3% | $70,131-21.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.99% | 21.57%-9.6pp | 25.88%-13.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $2,029 | $1,755+15.7% | $2,428-16.4% | $2,342-13.4% |
| Participant deferral / active EE | $796 | $2,987-73.4% | $3,706-78.5% | $3,332-76.1% |
| Admin fee / account holder | $541 | $4,512-88.0% | $5,608-90.3% | $4,645-88.3% |