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 | $99,304 | $53,777+84.7% | $134,143-26.0% | $79,858+24.4% |
| Participation rate | 86.2% | 58.8%+27.4pp | 72.2%+14.0pp | 69.6%+16.6pp |
| Annual return | 3.96% | 19.01%-15.0pp | 36.33%-32.4pp | 31.71%-27.8pp |
| Employer contribution / active EE | $3,448 | $1,321+161.0% | $3,704-6.9% | $2,471+39.6% |
| Participant deferral / active EE | $785 | $2,420-67.6% | $3,499-77.6% | $3,740-79.0% |
| Admin fee / account holder | $2,901 | $3,984-27.2% | $6,684-56.6% | $5,306-45.3% |