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 | $53,175 | $88,751-40.1% | $81,812-35.0% | $145,922-63.6% |
| Participation rate | 78.3% | 75.0%+3.2pp | 72.3%+5.9pp | 80.3%-2.0pp |
| Annual return | 9.44% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $11,128 | $3,083+260.9% | $2,912+282.1% | $4,660+138.8% |
| Participant deferral / active EE | $486 | $4,643-89.5% | $4,319-88.7% | $6,688-92.7% |
| Admin fee / account holder | $2,294 | $8,415-72.7% | $7,386-68.9% | $13,397-82.9% |