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 | $28,214 | $80,717-65.0% | $154,803-81.8% | $84,808-66.7% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 10.94% | 37.96%-27.0pp | 58.88%-47.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,989 | $2,761-28.0% | $4,305-53.8% | $2,631-24.4% |
| Participant deferral / active EE | $590 | $3,303-82.1% | $5,540-89.3% | $4,212-86.0% |
| Admin fee / account holder | $2,190 | $6,746-67.5% | $14,329-84.7% | $7,344-70.2% |