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 | $81,625 | $157,256-48.1% | $141,162-42.2% | $152,861-46.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.93% | 64.32%-52.4pp | 71.39%-59.5pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,106 | $5,261-79.0% | $4,735-76.7% | $4,762-76.8% |
| Participant deferral / active EE | $1,489 | $7,109-79.1% | $6,709-77.8% | $5,850-74.6% |
| Admin fee / account holder | $3,104 | $12,120-74.4% | $10,261-69.8% | $11,596-73.2% |