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 | $34,546 | $102,317-66.2% | $146,958-76.5% | $80,856-57.3% |
| Participation rate | 89.1% | 75.8%+13.2pp | 82.2%+6.9pp | 67.6%+21.4pp |
| Annual return | 8.69% | 134.76%-126.1pp | 418.34%-409.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $4,153 | $3,713+11.9% | $4,933-15.8% | $2,755+50.8% |
| Participant deferral / active EE | $1,942 | $6,644-70.8% | $8,070-75.9% | $4,296-54.8% |
| Admin fee / account holder | $690 | $7,941-91.3% | $12,998-94.7% | $6,918-90.0% |