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 9-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 | $44,155 | $211,958-79.2% | $169,463-73.9% | $135,375-67.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.00% | 3.26%-13.3pp | 1.83%-11.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $5,485 | $5,120+7.1% | $4,159+31.9% | $4,779+14.8% |
| Participant deferral / active EE | $600 | $6,075-90.1% | $5,277-88.6% | $5,609-89.3% |
| Admin fee / account holder | $524 | $11,471-95.4% | $9,109-94.2% | $10,827-95.2% |