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 5-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 | $56,874 | $201,272-71.7% | $184,203-69.1% | $145,922-61.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 6.74% | 29.00%-22.3pp | 28.81%-22.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,727 | $7,022-75.4% | $6,427-73.1% | $4,660-62.9% |
| Participant deferral / active EE | $2,408 | $9,806-75.4% | $9,131-73.6% | $6,688-64.0% |
| Admin fee / account holder | $498 | $16,364-97.0% | $13,901-96.4% | $13,397-96.3% |