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 | $159,692 | $198,466-19.5% | $170,442-6.3% | $147,584+8.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.23% | 257.29%-249.1pp | 205.93%-197.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $1,947 | $6,184-68.5% | $5,433-64.2% | $4,876-60.1% |
| Participant deferral / active EE | $800 | $5,629-85.8% | $4,939-83.8% | $5,439-85.3% |
| Admin fee / account holder | $7,384 | $16,852-56.2% | $13,880-46.8% | $10,885-32.2% |