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 | $16,299 | $48,795-66.6% | $65,493-75.1% | $84,808-80.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 7.71% | 20.20%-12.5pp | 982.45%-974.7pp | 40.90%-33.2pp |
| Employer contribution / active EE | $1,887 | $1,930-2.2% | $2,574-26.7% | $2,631-28.3% |
| Participant deferral / active EE | $632 | $2,928-78.4% | $3,961-84.1% | $4,212-85.0% |
| Admin fee / account holder | $443 | $3,877-88.6% | $5,028-91.2% | $7,344-94.0% |