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 | $96,531 | $105,126-8.2% | $94,646+2.0% | $139,434-30.8% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 12.01% | 38.03%-26.0pp | 156.71%-144.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,324 | $4,106-67.8% | $3,672-63.9% | $4,751-72.1% |
| Participant deferral / active EE | $1,554 | $7,599-79.5% | $7,418-79.0% | $6,710-76.8% |
| Admin fee / account holder | $10,826 | $8,984+20.5% | $7,231+49.7% | $11,403-5.1% |