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 | $84,080 | $185,822-54.8% | $169,993-50.5% | $139,434-39.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.96% | 60.50%-50.5pp | 53.37%-43.4pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,769 | $7,590-76.7% | $6,785-73.9% | $4,751-62.8% |
| Participant deferral / active EE | $690 | $11,622-94.1% | $10,408-93.4% | $6,710-89.7% |
| Admin fee / account holder | $1,210 | $15,381-92.1% | $12,815-90.6% | $11,403-89.4% |