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 | $120,815 | $183,963-34.3% | $162,163-25.5% | $152,861-21.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 7.23% | 150.76%-143.5pp | 115.59%-108.4pp | 345.32%-338.1pp |
| Employer contribution / active EE | $2,001 | $6,371-68.6% | $5,614-64.3% | $4,762-58.0% |
| Participant deferral / active EE | $1,621 | $8,034-79.8% | $7,298-77.8% | $5,850-72.3% |
| Admin fee / account holder | $528 | $13,121-96.0% | $10,843-95.1% | $11,596-95.4% |