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 8-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 | $105,142 | $183,963-42.8% | $162,163-35.2% | $152,861-31.2% |
| Participation rate | 76.5% | 88.5%-12.0pp | 87.6%-11.1pp | 82.4%-6.0pp |
| Annual return | 6.14% | 150.76%-144.6pp | 115.59%-109.5pp | 345.32%-339.2pp |
| Employer contribution / active EE | $1,608 | $6,371-74.8% | $5,614-71.4% | $4,762-66.2% |
| Participant deferral / active EE | $2,569 | $8,034-68.0% | $7,298-64.8% | $5,850-56.1% |
| Admin fee / account holder | $6,335 | $13,121-51.7% | $10,843-41.6% | $11,596-45.4% |