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 | $41,336 | $81,460-49.3% | $103,333-60.0% | $80,856-48.9% |
| Participation rate | 86.0% | 66.8%+19.2pp | 74.5%+11.5pp | 67.6%+18.4pp |
| Annual return | 8.78% | 25.55%-16.8pp | 24.88%-16.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $5,467 | $3,105+76.0% | $3,868+41.3% | $2,755+98.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,839 | $6,566-72.0% | $8,355-78.0% | $6,918-73.4% |