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 | $24,376 | $179,726-86.4% | $156,263-84.4% | $142,382-82.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.56% | 77.86%-70.3pp | 59.47%-51.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,189 | $5,069-56.8% | $4,333-49.5% | $4,299-49.1% |
| Participant deferral / active EE | $602 | $6,956-91.4% | $6,158-90.2% | $6,507-90.8% |
| Admin fee / account holder | $10,579 | $17,272-38.8% | $14,255-25.8% | $12,624-16.2% |