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 | $230,621 | $197,591+16.7% | $177,821+29.7% | $158,922+45.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.41% | 58.76%-57.3pp | 48.32%-46.9pp | 302.83%-301.4pp |
| Employer contribution / active EE | $8,571 | $6,697+28.0% | $5,918+44.8% | $4,761+80.0% |
| Participant deferral / active EE | $3,040 | $8,405-63.8% | $7,714-60.6% | $5,982-49.2% |
| Admin fee / account holder | $5,849 | $15,399-62.0% | $12,427-52.9% | $11,246-48.0% |